NES
JDD

New England Securities’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

New England Securities’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
2014
Q4 		$46K Buy
3,885
+1,685
+77% +$20K 0.02% 619
2014
Q3 		$26K Buy
2,200
+700
+47% +$8.48K 0.01% 831
2014
Q2 		$18K Buy
+1,500
New +$18K 0.01% 956

Other funds holding JDD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

New England Securities's JDD Position: Q4 2014 in Review

New England Securities increased its Nuveen Diversified Dividend and Income Fund (JDD) stake by 77% in Q4 2014, buying an estimated $20K and bringing the position to 3,885 shares worth $46K. The position accounts for 0.02% of the portfolio, ranked #619.

New England Securities first reported a position in JDD in Q2 2014 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold JDD as of Q4 2014.

  • New England Securities held 3,885 shares of Nuveen Diversified Dividend and Income Fund worth $46K as of Q4 2014.
  • New England Securities bought 1,685 Nuveen Diversified Dividend and Income Fund shares in Q4 2014, an estimated $20K.
  • Nuveen Diversified Dividend and Income Fund made up 0.02% of New England Securities's portfolio in Q4 2014, its #619 holding.
  • New England Securities first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2014 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.