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

Envestnet 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 Q1	–	Sell	-39,034	Closed	-$360K	–	3096
2018 Q4	$360K	Buy	+39,034	New	+$388K	﹤0.01%	2336
2016 Q4	–	Sell	-4,495	Closed	-$53K	–	3494
2016 Q3	$53K	Sell	4,495 -456	-9%	-$5.46K	﹤0.01%	2578
2016 Q2	$58K	Sell	4,951 -256	-5%	-$2.83K	﹤0.01%	2675
2016 Q1	$57K	Buy	5,207 +555	+12%	+$5.67K	﹤0.01%	2667
2015 Q4	$50K	Sell	4,652 -1,338	-22%	-$14.6K	﹤0.01%	2679
2015 Q3	$62K	Buy	+5,990	New	+$66.6K	﹤0.01%	2551

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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

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

Envestnet Asset Management's JDD Position: Q1 2019 in Review

Envestnet Asset Management sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q1 2019, closing a stake of 39,034 shares — an estimated $360K sold.

Envestnet Asset Management first reported a position in JDD in Q3 2015 and held it in 6 quarters. The position peaked at $360K in Q4 2018. 47 funds tracked by Wall St. Rank hold JDD as of Q1 2019.

Envestnet Asset Management reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q1 2019 after selling out during the quarter.
Envestnet Asset Management sold 39,034 Nuveen Diversified Dividend and Income Fund shares in Q1 2019, an estimated $360K.
Envestnet Asset Management first reported a position in Nuveen Diversified Dividend and Income Fund in Q3 2015 and held it in 6 quarters.
Envestnet Asset Management's Nuveen Diversified Dividend and Income Fund position peaked at $360K in Q4 2018.
47 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q1 2019.

Based on Envestnet Asset Management's 13F filing for Q1 2019, filed 10 May 2019.