Advisor Group’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Advisor Group’s Portfolio JDD Stock Details JDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$441K	Buy	40,418 +50	+0.1%	+$544	﹤0.01%	1765
2019 Q3	$443K	Buy	40,368 +1,665	+4%	+$18.2K	﹤0.01%	1714
2019 Q2	$412K	Buy	38,703 +14,800	+62%	+$157K	﹤0.01%	1752
2019 Q1	$248K	Hold	23,903	–	–	﹤0.01%	2102
2018 Q4	$221K	Sell	23,903 -307	-1%	-$3.05K	﹤0.01%	2016
2018 Q3	$264K	Hold	24,210	–	–	﹤0.01%	1950
2018 Q2	$283K	Sell	24,210 -1,600	-6%	-$19.3K	﹤0.01%	1713
2018 Q1	$313K	Sell	25,810 -3,400	-12%	-$41.5K	﹤0.01%	1659
2017 Q4	$359K	Buy	29,210 +4,377	+18%	+$54.7K	﹤0.01%	1561
2017 Q3	$320K	Sell	24,833 -1,394	-5%	-$17.8K	0.01%	1496
2017 Q2	$333K	Buy	26,227 +2,980	+13%	+$36.9K	0.01%	1404
2017 Q1	$275K	Buy	23,247 +1,200	+5%	+$14.3K	0.01%	1443
2016 Q4	$246K	Buy	22,047 +4,800	+28%	+$54.1K	0.01%	1424
2016 Q3	$201K	Buy	17,247 +3,541	+26%	+$42.4K	﹤0.01%	1521
2016 Q2	$159K	Buy	+13,706	New	+$152K	﹤0.01%	1618

Other funds holding JDD

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Advisor Group's JDD Position: Q4 2019 in Review

Advisor Group increased its Nuveen Diversified Dividend and Income Fund (JDD) stake by 0.12% in Q4 2019, buying an estimated $544 and bringing the position to 40,418 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

Advisor Group first reported a position in JDD in Q2 2016 and has held it in 15 quarters since. The position peaked at $443K in Q3 2019. 43 funds tracked by Wall St. Rank hold JDD as of Q4 2019.

Advisor Group held 40,418 shares of Nuveen Diversified Dividend and Income Fund worth $441K as of Q4 2019.
Advisor Group bought 50 Nuveen Diversified Dividend and Income Fund shares in Q4 2019, an estimated $544.
Nuveen Diversified Dividend and Income Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1765 holding.
Advisor Group first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Nuveen Diversified Dividend and Income Fund position peaked at $443K in Q3 2019.
43 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.