MWA
JDD

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

Meridian Wealth 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
-3,000
Closed -$28K – 461
2018
Q4 		$28K Buy
+3,000
New +$29.8K 0.02% 322

Other funds holding JDD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Meridian Wealth Advisors's JDD Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q1 2019, closing a stake of 3,000 shares — an estimated $28K sold.

Meridian Wealth Advisors first reported a position in JDD in Q4 2018 and held it in 1 quarter. The position peaked at $28K in Q4 2018. 47 funds tracked by Wall St. Rank hold JDD as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 3,000 Nuveen Diversified Dividend and Income Fund shares in Q1 2019, an estimated $28K.
  • Meridian Wealth Advisors first reported a position in Nuveen Diversified Dividend and Income Fund in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Nuveen Diversified Dividend and Income Fund position peaked at $28K in Q4 2018.
  • 47 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.