Optimum Investment Advisors’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Optimum Investment 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 Q4	–	Sell	-845	Closed	-$9K	–	1048
2019 Q3	$9K	Buy	845 +16	+2%	+$175	﹤0.01%	827
2019 Q2	$9K	Buy	829 +17	+2%	+$180	﹤0.01%	802
2019 Q1	$8K	Hold	812	–	–	﹤0.01%	851
2018 Q4	$7K	Buy	812 +38	+5%	+$378	﹤0.01%	823
2018 Q3	$8K	Buy	774 +16	+2%	+$179	﹤0.01%	884
2018 Q2	$9K	Buy	758 +16	+2%	+$193	﹤0.01%	867
2018 Q1	$9K	Buy	+742	New	+$9.05K	﹤0.01%	840
2015 Q1	$7K	Hold	552	–	–	﹤0.01%	856
2014 Q4	$6K	Buy	552 +24	+5%	+$286	﹤0.01%	911
2014 Q3	$6K	Buy	528 +11	+2%	+$133	﹤0.01%	831
2014 Q2	$6K	Buy	517 +11	+2%	+$132	﹤0.01%	835
2014 Q1	$6K	Hold	506	–	–	﹤0.01%	658
2013 Q4	$6K	Buy	506 +22	+5%	+$247	﹤0.01%	660
2013 Q3	$5K	Buy	+484	New	+$5.57K	﹤0.01%	647

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

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

RJA

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SFS

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

Optimum Investment Advisors's JDD Position: Q4 2019 in Review

Optimum Investment Advisors sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2019, closing a stake of 845 shares — an estimated $9K sold.

Optimum Investment Advisors first reported a position in JDD in Q3 2013 and held it in 14 quarters. The position peaked at $9K in Q3 2019. 43 funds tracked by Wall St. Rank hold JDD as of Q4 2019.

Optimum Investment Advisors reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2019 after selling out during the quarter.
Optimum Investment Advisors sold 845 Nuveen Diversified Dividend and Income Fund shares in Q4 2019, an estimated $9K.
Optimum Investment Advisors first reported a position in Nuveen Diversified Dividend and Income Fund in Q3 2013 and held it in 14 quarters.
Optimum Investment Advisors's Nuveen Diversified Dividend and Income Fund position peaked at $9K in Q3 2019.
43 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.