Creative Planning’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Creative Planning’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 Q3	–	Sell	-2,000	Closed	-$25K	–	4646
2017 Q2	$25K	Hold	2,000	–	–	﹤0.01%	3038
2017 Q1	$24K	Hold	2,000	–	–	﹤0.01%	3025
2016 Q4	$22K	Hold	2,000	–	–	﹤0.01%	3036
2016 Q3	$23K	Hold	2,000	–	–	﹤0.01%	2984
2016 Q2	$23K	Hold	2,000	–	–	﹤0.01%	2711
2016 Q1	$22K	Hold	2,000	–	–	﹤0.01%	2708
2015 Q4	$22K	Hold	2,000	–	–	﹤0.01%	2793
2015 Q3	$21K	Buy	+2,000	New	+$22.2K	﹤0.01%	2708
2015 Q2	–	Sell	-2,000	Closed	-$24K	–	4160
2015 Q1	$24K	Hold	2,000	–	–	﹤0.01%	2601
2014 Q4	$24K	Hold	2,000	–	–	﹤0.01%	2545
2014 Q3	$23K	Hold	2,000	–	–	﹤0.01%	2473
2014 Q2	$25K	Buy	+2,000	New	+$24K	﹤0.01%	2371
2013 Q3	–	Sell	-1,320	Closed	-$16K	–	3555
2013 Q2	$16K	Buy	+1,320	New	+$17.2K	﹤0.01%	2076

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's JDD Position: Q3 2017 in Review

Creative Planning sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q3 2017, closing a stake of 2,000 shares — an estimated $25K sold.

Creative Planning first reported a position in JDD in Q2 2013 and held it in 13 quarters. The position peaked at $25K in Q2 2017. 34 funds tracked by Wall St. Rank hold JDD as of Q3 2017.

Creative Planning reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 2,000 Nuveen Diversified Dividend and Income Fund shares in Q3 2017, an estimated $25K.
Creative Planning first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2013 and held it in 13 quarters.
Creative Planning's Nuveen Diversified Dividend and Income Fund position peaked at $25K in Q2 2017.
34 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.