Fiduciary Financial Services of The Southwest’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Fiduciary Financial Services of The Southwest’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
2015 Q1	–	Sell	-11,103	Closed	-$131K	–	170
2014 Q4	$131K	Sell	11,103 -25	-0.2%	-$297	0.04%	162
2014 Q3	$130K	Sell	11,128 -1,290	-10%	-$15.6K	0.04%	166
2014 Q2	$152K	Hold	12,418	–	–	0.04%	158
2014 Q1	$145K	Hold	12,418	–	–	0.04%	160
2013 Q4	$140K	Hold	12,418	–	–	0.04%	158
2013 Q3	$139K	Hold	12,418	–	–	0.05%	156
2013 Q2	$150K	Buy	+12,418	New	+$162K	0.05%	152

Other funds holding JDD

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's JDD Position: Q1 2015 in Review

Fiduciary Financial Services of The Southwest sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q1 2015, closing a stake of 11,103 shares — an estimated $131K sold.

Fiduciary Financial Services of The Southwest first reported a position in JDD in Q2 2013 and held it in 7 quarters. The position peaked at $152K in Q2 2014. 39 funds tracked by Wall St. Rank hold JDD as of Q1 2015.

Fiduciary Financial Services of The Southwest reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q1 2015 after selling out during the quarter.
Fiduciary Financial Services of The Southwest sold 11,103 Nuveen Diversified Dividend and Income Fund shares in Q1 2015, an estimated $131K.
Fiduciary Financial Services of The Southwest first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2013 and held it in 7 quarters.
Fiduciary Financial Services of The Southwest's Nuveen Diversified Dividend and Income Fund position peaked at $152K in Q2 2014.
39 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q1 2015.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q1 2015, filed 14 May 2015.