IBOK
JDD

Independence Bank of Kentucky’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Independence Bank of Kentucky’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
2018
Q1 		– Sell
-1,800
Closed -$22K – 430
2017
Q4 		$22K Buy
+1,800
New +$22.5K 0.02% 216

Other funds holding JDD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independence Bank of Kentucky's JDD Position: Q1 2018 in Review

Independence Bank of Kentucky sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q1 2018, closing a stake of 1,800 shares — an estimated $22K sold.

Independence Bank of Kentucky first reported a position in JDD in Q4 2017 and held it in 1 quarter. The position peaked at $22K in Q4 2017. 37 funds tracked by Wall St. Rank hold JDD as of Q1 2018.

  • Independence Bank of Kentucky reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q1 2018 after selling out during the quarter.
  • Independence Bank of Kentucky sold 1,800 Nuveen Diversified Dividend and Income Fund shares in Q1 2018, an estimated $22K.
  • Independence Bank of Kentucky first reported a position in Nuveen Diversified Dividend and Income Fund in Q4 2017 and held it in 1 quarter.
  • Independence Bank of Kentucky's Nuveen Diversified Dividend and Income Fund position peaked at $22K in Q4 2017.
  • 37 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q1 2018.

Based on Independence Bank of Kentucky's 13F filing for Q1 2018, filed 18 Apr 2018.