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

MSI 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
2016 Q4	$112K	Buy	10,049 +663	+7%	+$7.47K	﹤0.01%	1398
2016 Q3	$110K	Buy	9,386 +24	+0.3%	+$287	﹤0.01%	1348
2016 Q2	$110K	Buy	9,362 +4,040	+76%	+$44.7K	﹤0.01%	1358
2016 Q1	$58K	Buy	5,322 +405	+8%	+$4.14K	﹤0.01%	1649
2015 Q4	$53K	Sell	4,917 -2,168	-31%	-$23.6K	﹤0.01%	1690
2015 Q3	$73K	Buy	7,085 +3,200	+82%	+$35.6K	0.01%	1065
2015 Q2	$45K	Hold	3,885	–	–	﹤0.01%	1373
2015 Q1	$47K	Buy	+3,885	New	+$47.2K	﹤0.01%	1347

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

MSI Financial Services's JDD Position: Q4 2016 in Review

MSI Financial Services increased its Nuveen Diversified Dividend and Income Fund (JDD) stake by 7.1% in Q4 2016, buying an estimated $7.47K and bringing the position to 10,049 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

MSI Financial Services first reported a position in JDD in Q1 2015 and has held it in 8 quarters since. 33 funds tracked by Wall St. Rank hold JDD as of Q4 2016.

MSI Financial Services held 10,049 shares of Nuveen Diversified Dividend and Income Fund worth $112K as of Q4 2016.
MSI Financial Services bought 663 Nuveen Diversified Dividend and Income Fund shares in Q4 2016, an estimated $7.47K.
Nuveen Diversified Dividend and Income Fund made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1398 holding.
MSI Financial Services first reported a position in Nuveen Diversified Dividend and Income Fund in Q1 2015 and has held it in 8 quarters since.
33 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.