Next Financial Group’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Next Financial Group’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	-500	Closed	-$6K	–	1760
2017 Q3	$6K	Sell	500 -1,500	-75%	-$19.1K	﹤0.01%	1403
2017 Q2	$25K	Buy	+2,000	New	+$24.8K	0.01%	1004
2015 Q2	–	Sell	-1,550	Closed	-$18K	–	2089
2015 Q1	$18K	Hold	1,550	–	–	0.01%	1042
2014 Q4	$18K	Hold	1,550	–	–	0.01%	1026
2014 Q3	$18K	Buy	+1,550	New	+$18.8K	﹤0.01%	1491

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Next Financial Group's JDD Position: Q4 2017 in Review

Next Financial Group sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2017, closing a stake of 500 shares — an estimated $6K sold.

Next Financial Group first reported a position in JDD in Q3 2014 and held it in 5 quarters. The position peaked at $25K in Q2 2017. 40 funds tracked by Wall St. Rank hold JDD as of Q4 2017.

Next Financial Group reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 500 Nuveen Diversified Dividend and Income Fund shares in Q4 2017, an estimated $6K.
Next Financial Group first reported a position in Nuveen Diversified Dividend and Income Fund in Q3 2014 and held it in 5 quarters.
Next Financial Group's Nuveen Diversified Dividend and Income Fund position peaked at $25K in Q2 2017.
40 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.