MWM
JDD

Mascoma Wealth Management’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Mascoma Wealth Management’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
2017
Q4 		– Sell
-52
Closed -$1K – 436
2017
Q3 		$1K Hold
52
– – ﹤0.01% 393
2017
Q2 		$1K Buy
+52
New +$644 ﹤0.01% 402

Other funds holding JDD

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mascoma Wealth Management's JDD Position: Q4 2017 in Review

Mascoma Wealth Management sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2017, closing a stake of 52 shares — an estimated $1K sold.

Mascoma Wealth Management first reported a position in JDD in Q2 2017 and held it in 2 quarters. The position peaked at $1K in Q3 2017. 40 funds tracked by Wall St. Rank hold JDD as of Q4 2017.

  • Mascoma Wealth Management reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 52 Nuveen Diversified Dividend and Income Fund shares in Q4 2017, an estimated $1K.
  • Mascoma Wealth Management first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2017 and held it in 2 quarters.
  • Mascoma Wealth Management's Nuveen Diversified Dividend and Income Fund position peaked at $1K in Q3 2017.
  • 40 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2017.

Based on Mascoma Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.