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

Northwestern Mutual 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
2020 Q1	–	Sell	-1,000	Closed	-$11K	–	2881
2019 Q4	$11K	Buy	+1,000	New	+$10.9K	﹤0.01%	1924
2018 Q2	–	Sell	-6,700	Closed	-$81K	–	2591
2018 Q1	$81K	Buy	6,700 +700	+12%	+$8.54K	﹤0.01%	1032
2017 Q4	$74K	Sell	6,000 -9,288	-61%	-$116K	﹤0.01%	1020
2017 Q3	$197K	Buy	15,288 +12,488	+446%	+$159K	﹤0.01%	688
2017 Q2	$36K	Buy	+2,800	New	+$34.7K	﹤0.01%	1202

Other funds holding JDD

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Northwestern Mutual Wealth Management's JDD Position: Q1 2020 in Review

Northwestern Mutual Wealth Management sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q1 2020, closing a stake of 1,000 shares — an estimated $11K sold.

Northwestern Mutual Wealth Management first reported a position in JDD in Q2 2017 and held it in 5 quarters. The position peaked at $197K in Q3 2017. 49 funds tracked by Wall St. Rank hold JDD as of Q1 2020.

Northwestern Mutual Wealth Management reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q1 2020 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 1,000 Nuveen Diversified Dividend and Income Fund shares in Q1 2020, an estimated $11K.
Northwestern Mutual Wealth Management first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2017 and held it in 5 quarters.
Northwestern Mutual Wealth Management's Nuveen Diversified Dividend and Income Fund position peaked at $197K in Q3 2017.
49 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q1 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.