IFP Advisors’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

IFP Advisors’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	-719	Closed	-$6K	–	3985
2018 Q4	$6K	Hold	719	–	–	﹤0.01%	2809
2018 Q3	$8K	Buy	+719	New	+$8.05K	﹤0.01%	3027
2017 Q3	–	Sell	-887	Closed	-$11K	–	4412
2017 Q2	$11K	Buy	+887	New	+$11K	﹤0.01%	2994
2017 Q1	–	Sell	-646	Closed	-$7K	–	4346
2016 Q4	$7K	Sell	646 -395	-38%	-$4.45K	﹤0.01%	3170
2016 Q3	$12K	Sell	1,041 -2,605	-71%	-$31.2K	﹤0.01%	2753
2016 Q2	$43K	Buy	+3,646	New	+$40.3K	﹤0.01%	1875
2016 Q1	–	Sell	-5,386	Closed	-$58K	–	4430
2015 Q4	$58K	Buy	+5,386	New	+$58.6K	﹤0.01%	1521

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

IFP Advisors's JDD Position: Q1 2019 in Review

IFP Advisors sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q1 2019, closing a stake of 719 shares — an estimated $6K sold.

IFP Advisors first reported a position in JDD in Q4 2015 and held it in 7 quarters. The position peaked at $58K in Q4 2015. 47 funds tracked by Wall St. Rank hold JDD as of Q1 2019.

IFP Advisors reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 719 Nuveen Diversified Dividend and Income Fund shares in Q1 2019, an estimated $6K.
IFP Advisors first reported a position in Nuveen Diversified Dividend and Income Fund in Q4 2015 and held it in 7 quarters.
IFP Advisors's Nuveen Diversified Dividend and Income Fund position peaked at $58K in Q4 2015.
47 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.