Bruderman Asset Management’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-6,744	Closed	-$70K	–	664
2019 Q1	$70K	Buy	6,744 +20	+0.3%	+$204	0.02%	230
2018 Q4	$62K	Sell	6,724 -876	-12%	-$8.71K	0.02%	219
2018 Q3	$83K	Hold	7,600	–	–	0.02%	166
2018 Q2	$89K	Sell	7,600 -2,797	-27%	-$33.8K	0.02%	169
2018 Q1	$126K	Sell	10,397 -600	-5%	-$7.32K	0.03%	151
2017 Q4	$135K	Buy	+10,997	New	+$137K	0.03%	121
2017 Q3	–	Sell	-8,200	Closed	-$104K	–	357
2017 Q2	$104K	Buy	+8,200	New	+$101K	0.03%	154

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

MAFM

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

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Bruderman Asset Management's JDD Position: Q2 2019 in Review

Bruderman Asset Management sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q2 2019, closing a stake of 6,744 shares — an estimated $70K sold.

Bruderman Asset Management first reported a position in JDD in Q2 2017 and held it in 7 quarters. The position peaked at $135K in Q4 2017. 43 funds tracked by Wall St. Rank hold JDD as of Q2 2019.

Bruderman Asset Management reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 6,744 Nuveen Diversified Dividend and Income Fund shares in Q2 2019, an estimated $70K.
Bruderman Asset Management first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2017 and held it in 7 quarters.
Bruderman Asset Management's Nuveen Diversified Dividend and Income Fund position peaked at $135K in Q4 2017.
43 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.