GGPS
JDD

Gary Goldberg Planning Services’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Gary Goldberg Planning Services’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
2013
Q3 		– Sell
-4,800
Closed -$58K – 389
2013
Q2 		$58K Buy
+4,800
New +$62.7K 0.04% 174

Other funds holding JDD

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gary Goldberg Planning Services's JDD Position: Q3 2013 in Review

Gary Goldberg Planning Services sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q3 2013, closing a stake of 4,800 shares — an estimated $58K sold.

Gary Goldberg Planning Services first reported a position in JDD in Q2 2013 and held it in 1 quarter. The position peaked at $58K in Q2 2013. 30 funds tracked by Wall St. Rank hold JDD as of Q3 2013.

  • Gary Goldberg Planning Services reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q3 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 4,800 Nuveen Diversified Dividend and Income Fund shares in Q3 2013, an estimated $58K.
  • Gary Goldberg Planning Services first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2013 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Nuveen Diversified Dividend and Income Fund position peaked at $58K in Q2 2013.
  • 30 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q3 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q3 2013, filed 5 Nov 2013.