WA
DBD

WFG Advisors’s Diebold Nixdorf Incorporated DBD Stock Holding History

WFG 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
2016
Q4 		– Sell
-701
Closed -$17K – 1772
2016
Q3 		$17K Hold
701
– – ﹤0.01% 985
2016
Q2 		$17K Sell
701
-54
-7% -$1.39K ﹤0.01% 961
2016
Q1 		$22K Hold
755
– – 0.01% 872
2015
Q4 		$23K Buy
755
+1
+0.1% +$34 0.01% 862
2015
Q3 		$22K Hold
754
– – 0.01% 861
2015
Q2 		$26K Buy
754
+244
+48% +$8.61K 0.01% 907
2015
Q1 		$18K Hold
510
– – 0.01% 1026
2014
Q4 		$18K Buy
510
+1
+0.2% +$35 ﹤0.01% 1268
2014
Q3 		$18K Buy
509
+7
+1% +$264 ﹤0.01% 1325
2014
Q2 		$20K Hold
502
– – ﹤0.01% 1284
2014
Q1 		$20K Sell
502
-113
-18% -$4.07K ﹤0.01% 1260
2013
Q4 		$20K Buy
615
+151
+33% +$4.71K ﹤0.01% 1352
2013
Q3 		$14K Buy
464
+400
+625% +$12.5K ﹤0.01% 1418
2013
Q2 		$2K Buy
+64
New +$1.98K ﹤0.01% 1880

Other funds holding DBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's DBD Position: Q4 2016 in Review

WFG Advisors sold out of Diebold Nixdorf Incorporated (DBD) in Q4 2016, closing a stake of 701 shares — an estimated $17K sold.

WFG Advisors first reported a position in DBD in Q2 2013 and held it in 14 quarters. The position peaked at $26K in Q2 2015. 228 funds tracked by Wall St. Rank hold DBD as of Q4 2016.

  • WFG Advisors reported no remaining Diebold Nixdorf Incorporated position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 701 Diebold Nixdorf Incorporated shares in Q4 2016, an estimated $17K.
  • WFG Advisors first reported a position in Diebold Nixdorf Incorporated in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's Diebold Nixdorf Incorporated position peaked at $26K in Q2 2015.
  • 228 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.