AWM
JDD

AE Wealth Management’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

AE Wealth Management’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
2017
Q4 		– Sell
-15,470
Closed -$199K – 481
2017
Q3 		$199K Hold
15,470
– – 0.02% 379
2017
Q2 		$197K Buy
+15,470
New +$191K 0.02% 362

Other funds holding JDD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AE Wealth Management's JDD Position: Q4 2017 in Review

AE Wealth Management sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2017, closing a stake of 15,470 shares — an estimated $199K sold.

AE Wealth Management first reported a position in JDD in Q2 2017 and held it in 2 quarters. The position peaked at $199K in Q3 2017. 40 funds tracked by Wall St. Rank hold JDD as of Q4 2017.

  • AE Wealth Management reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2017 after selling out during the quarter.
  • AE Wealth Management sold 15,470 Nuveen Diversified Dividend and Income Fund shares in Q4 2017, an estimated $199K.
  • AE Wealth Management first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2017 and held it in 2 quarters.
  • AE Wealth Management's Nuveen Diversified Dividend and Income Fund position peaked at $199K in Q3 2017.
  • 40 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2017.

Based on AE Wealth Management's 13F filing for Q4 2017, filed 6 Feb 2018.