Baird Financial Group
JDD

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

Baird Financial 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
2018
Q3 		– Sell
-36,091
Closed -$421K – 1387
2018
Q2 		$421K Sell
36,091
-37,865
-51% -$458K ﹤0.01% 1064
2018
Q1 		$896K Buy
73,956
+7,720
+12% +$94.2K 0.01% 857
2017
Q4 		$814K Buy
66,236
+2,461
+4% +$30.8K 0.01% 872
2017
Q3 		$820K Buy
63,775
+11,660
+22% +$149K 0.01% 855
2017
Q2 		$663K Buy
52,115
+4,914
+10% +$60.8K 0.01% 890
2017
Q1 		$557K Buy
47,201
+1,349
+3% +$16K ﹤0.01% 926
2016
Q4 		$512K Buy
45,852
+911
+2% +$10.3K ﹤0.01% 912
2016
Q3 		$525K Sell
44,941
-1,407
-3% -$16.8K ﹤0.01% 929
2016
Q2 		$542K Buy
46,348
+3,273
+8% +$36.2K 0.01% 905
2016
Q1 		$471K Buy
43,075
+1,426
+3% +$14.6K ﹤0.01% 938
2015
Q4 		$451K Sell
41,649
-1,071
-3% -$11.7K ﹤0.01% 935
2015
Q3 		$443K Sell
42,720
-1,774
-4% -$19.7K ﹤0.01% 944
2015
Q2 		$511K Buy
+44,494
New +$544K 0.01% 952

Other funds holding JDD

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
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group's JDD Position: Q3 2018 in Review

Baird Financial Group sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q3 2018, closing a stake of 36,091 shares — an estimated $421K sold.

Baird Financial Group first reported a position in JDD in Q2 2015 and held it in 13 quarters. The position peaked at $896K in Q1 2018. 49 funds tracked by Wall St. Rank hold JDD as of Q3 2018.

  • Baird Financial Group reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q3 2018 after selling out during the quarter.
  • Baird Financial Group sold 36,091 Nuveen Diversified Dividend and Income Fund shares in Q3 2018, an estimated $421K.
  • Baird Financial Group first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2015 and held it in 13 quarters.
  • Baird Financial Group's Nuveen Diversified Dividend and Income Fund position peaked at $896K in Q1 2018.
  • 49 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q3 2018.

Based on Baird Financial Group's 13F filing for Q3 2018, filed 13 Nov 2018.