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

Mariner’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
2016 Q4	–	Sell	-11,343	Closed	-$132K	–	854
2016 Q3	$132K	Sell	11,343 -860	-7%	-$10.3K	0.01%	591
2016 Q2	$143K	Hold	12,203	–	–	0.01%	511
2016 Q1	$134K	Hold	12,203	–	–	0.01%	493
2015 Q4	$132K	Sell	12,203 -1,905	-14%	-$20.7K	0.01%	434
2015 Q3	$146K	Sell	14,108 -400	-3%	-$4.45K	0.01%	498
2015 Q2	$167K	Sell	14,508 -425	-3%	-$5.2K	0.01%	487
2015 Q1	$182K	Sell	14,933 -1,050	-7%	-$12.7K	0.02%	378
2014 Q4	$188K	Sell	15,983 -1,165	-7%	-$13.9K	0.02%	364
2014 Q3	$200K	Sell	17,148 -5,090	-23%	-$61.7K	0.02%	320
2014 Q2	$273K	Buy	22,238 +510	+2%	+$6.12K	0.03%	287
2014 Q1	$254K	Sell	21,728 -3,274	-13%	-$37.7K	0.03%	275
2013 Q4	$282K	Hold	25,002	–	–	0.04%	285
2013 Q3	$280K	Sell	25,002 -14,743	-37%	-$170K	0.05%	243
2013 Q2	$479K	Buy	+39,745	New	+$519K	0.1%	172

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner's JDD Position: Q4 2016 in Review

Mariner sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2016, closing a stake of 11,343 shares — an estimated $132K sold.

Mariner first reported a position in JDD in Q2 2013 and held it in 14 quarters. The position peaked at $479K in Q2 2013. 33 funds tracked by Wall St. Rank hold JDD as of Q4 2016.

Mariner reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2016 after selling out during the quarter.
Mariner sold 11,343 Nuveen Diversified Dividend and Income Fund shares in Q4 2016, an estimated $132K.
Mariner first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2013 and held it in 14 quarters.
Mariner's Nuveen Diversified Dividend and Income Fund position peaked at $479K in Q2 2013.
33 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2016.

Based on Mariner's 13F filing for Q4 2016, filed 14 Feb 2017.