BRWM
JDD

B. Riley Wealth Management’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

B. Riley 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
2021
Q3 		– Sell
-14,450
Closed -$150K – 660
2021
Q2 		$150K Hold
14,450
– – 0.02% 398
2021
Q1 		$137K Hold
14,450
– – 0.02% 407
2020
Q4 		$127K Buy
+14,450
New +$120K 0.02% 355

Other funds holding JDD

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

B. Riley Wealth Management's JDD Position: Q3 2021 in Review

B. Riley Wealth Management sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q3 2021, closing a stake of 14,450 shares — an estimated $150K sold.

B. Riley Wealth Management first reported a position in JDD in Q4 2020 and held it in 3 quarters. The position peaked at $150K in Q2 2021. 50 funds tracked by Wall St. Rank hold JDD as of Q3 2021.

  • B. Riley Wealth Management reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q3 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 14,450 Nuveen Diversified Dividend and Income Fund shares in Q3 2021, an estimated $150K.
  • B. Riley Wealth Management first reported a position in Nuveen Diversified Dividend and Income Fund in Q4 2020 and held it in 3 quarters.
  • B. Riley Wealth Management's Nuveen Diversified Dividend and Income Fund position peaked at $150K in Q2 2021.
  • 50 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q3 2021.

Based on B. Riley Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.