WA
DBD

Waverly Advisors’s Diebold Nixdorf Incorporated DBD Stock Holding History

Waverly 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
2014
Q4 		– Sell
-1,114
Closed -$39K – 705
2014
Q3 		$39K Hold
1,114
– – 0.02% 254
2014
Q2 		$45K Buy
1,114
+1,037
+1,347% +$39.8K 0.02% 246
2014
Q1 		$3K Hold
77
– – ﹤0.01% 638
2013
Q4 		$3K Buy
+77
New +$2.4K ﹤0.01% 757

Other funds holding DBD

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Waverly Advisors's DBD Position: Q4 2014 in Review

Waverly Advisors sold out of Diebold Nixdorf Incorporated (DBD) in Q4 2014, closing a stake of 1,114 shares — an estimated $39K sold.

Waverly Advisors first reported a position in DBD in Q4 2013 and held it in 4 quarters. The position peaked at $45K in Q2 2014. 240 funds tracked by Wall St. Rank hold DBD as of Q4 2014.

  • Waverly Advisors reported no remaining Diebold Nixdorf Incorporated position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 1,114 Diebold Nixdorf Incorporated shares in Q4 2014, an estimated $39K.
  • Waverly Advisors first reported a position in Diebold Nixdorf Incorporated in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Diebold Nixdorf Incorporated position peaked at $45K in Q2 2014.
  • 240 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.