PMFA
DBD

Plante Moran Financial Advisors’s Diebold Nixdorf Incorporated DBD Stock Holding History

Plante Moran Financial Advisors’s Portfolio DBD Stock Details DBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-76
Closed -$1K – 865
2018
Q2 		$1K Buy
+76
New +$1.02K ﹤0.01% 790
2016
Q1 		– Sell
-90
Closed -$3K – 1063
2015
Q4 		$3K Buy
+90
New +$3.06K ﹤0.01% 832
2014
Q3 		– Sell
-2
Closed – – 872
2014
Q2 		$0 Buy
+2
New +$77 ﹤0.01% 863

Other funds holding DBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
Atlantic Investment Management New York $192M AUM 37.41% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Plante Moran Financial Advisors's DBD Position: Q3 2018 in Review

Plante Moran Financial Advisors sold out of Diebold Nixdorf Incorporated (DBD) in Q3 2018, closing a stake of 76 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in DBD in Q2 2014 and held it in 3 quarters. The position peaked at $3K in Q4 2015. 201 funds tracked by Wall St. Rank hold DBD as of Q3 2018.

  • Plante Moran Financial Advisors reported no remaining Diebold Nixdorf Incorporated position as of Q3 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 76 Diebold Nixdorf Incorporated shares in Q3 2018, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Diebold Nixdorf Incorporated in Q2 2014 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Diebold Nixdorf Incorporated position peaked at $3K in Q4 2015.
  • 201 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q3 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.