Ladenburg Thalmann Financial Services’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$1.04M	Buy	95,399 +1,175	+1%	+$12.8K	0.01%	1262
2019 Q3	$1.03M	Buy	94,224 +2,085	+2%	+$22.8K	0.01%	1226
2019 Q2	$981K	Buy	92,139 +8,509	+10%	+$90.2K	0.01%	1250
2019 Q1	$866K	Buy	83,630 +2,442	+3%	+$24.9K	0.01%	1284
2018 Q4	$749K	Sell	81,188 -555	-0.7%	-$5.52K	0.01%	1236
2018 Q3	$892K	Buy	81,743 +13,046	+19%	+$146K	0.01%	1197
2018 Q2	$832K	Hold	68,697	–	–	0.01%	1183
2018 Q1	$832K	Sell	68,697 -2,025	-3%	-$24.7K	0.01%	1183
2017 Q4	$870K	Sell	70,722 -2,353	-3%	-$29.4K	0.01%	1153
2017 Q3	$940K	Buy	73,075 +12,636	+21%	+$161K	0.01%	1033
2017 Q2	$769K	Buy	60,439 +57,126	+1,724%	+$707K	0.01%	1107
2017 Q1	$39K	Sell	3,313 -6,654	-67%	-$79.1K	﹤0.01%	3107
2016 Q4	$111K	Sell	9,967 -3,321	-25%	-$37.4K	﹤0.01%	2248
2016 Q3	$155K	Buy	13,288 +806	+6%	+$9.65K	﹤0.01%	1930
2016 Q2	$146K	Sell	12,482 -763	-6%	-$8.44K	﹤0.01%	1883
2016 Q1	$145K	Sell	13,245 -1,355	-9%	-$13.8K	﹤0.01%	1828
2015 Q4	$158K	Sell	14,600 -2,647	-15%	-$28.8K	﹤0.01%	1743
2015 Q3	$178K	Sell	17,247 -1,948	-10%	-$21.7K	﹤0.01%	1562
2015 Q2	$220K	Sell	19,195 -18,621	-49%	-$228K	﹤0.01%	1547
2015 Q1	$461K	Buy	37,816 +31,969	+547%	+$388K	0.01%	1075
2014 Q4	$69K	Sell	5,847 -1,553	-21%	-$18.5K	﹤0.01%	2154
2014 Q3	$86K	Buy	7,400 +1,952	+36%	+$23.7K	﹤0.01%	1690
2014 Q2	$67K	Buy	+5,448	New	+$65.3K	﹤0.01%	1866

Other funds holding JDD

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ladenburg Thalmann Financial Services's JDD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Nuveen Diversified Dividend and Income Fund (JDD) stake by 1.2% in Q4 2019, buying an estimated $12.8K and bringing the position to 95,399 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1262.

Ladenburg Thalmann Financial Services first reported a position in JDD in Q2 2014 and has held it in 23 quarters since. 43 funds tracked by Wall St. Rank hold JDD as of Q4 2019.

Ladenburg Thalmann Financial Services held 95,399 shares of Nuveen Diversified Dividend and Income Fund worth $1.04M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,175 Nuveen Diversified Dividend and Income Fund shares in Q4 2019, an estimated $12.8K.
Nuveen Diversified Dividend and Income Fund made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1262 holding.
Ladenburg Thalmann Financial Services first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2014 and has held it in 23 quarters since.
43 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.