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

Cornerstone 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
2018 Q4	–	Sell	-10,248	Closed	-$800K	–	1329
2018 Q3	$800K	Buy	10,248 +960	+10%	+$10.8K	0.01%	768
2018 Q2	$800K	Buy	+9,288	New	+$112K	0.01%	854

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

LTFS

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

Cornerstone Wealth Management's JDD Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2018, closing a stake of 10,248 shares — an estimated $800K sold.

Cornerstone Wealth Management first reported a position in JDD in Q2 2018 and held it in 2 quarters. The position peaked at $800K in Q3 2018. 51 funds tracked by Wall St. Rank hold JDD as of Q4 2018.

Cornerstone Wealth Management reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 10,248 Nuveen Diversified Dividend and Income Fund shares in Q4 2018, an estimated $800K.
Cornerstone Wealth Management first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2018 and held it in 2 quarters.
Cornerstone Wealth Management's Nuveen Diversified Dividend and Income Fund position peaked at $800K in Q3 2018.
51 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.