Financial Architects (New Jersey)’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Financial Architects (New Jersey)’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 Q4	–	Sell	-475	Closed	-$5K	–	1046
2019 Q3	$5K	Hold	475	–	–	﹤0.01%	839
2019 Q2	$5K	Buy	+475	New	+$5.03K	﹤0.01%	1019

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

LTFS

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

MAFM

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

RJFSA

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Financial Architects (New Jersey)'s JDD Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2019, closing a stake of 475 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in JDD in Q2 2019 and held it in 2 quarters. The position peaked at $5K in Q3 2019. 43 funds tracked by Wall St. Rank hold JDD as of Q4 2019.

Financial Architects (New Jersey) reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 475 Nuveen Diversified Dividend and Income Fund shares in Q4 2019, an estimated $5K.
Financial Architects (New Jersey) first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2019 and held it in 2 quarters.
Financial Architects (New Jersey)'s Nuveen Diversified Dividend and Income Fund position peaked at $5K in Q3 2019.
43 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.