PTC
JDD

Private Trust Company’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Private Trust Company’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 		– Sell
-854
Closed -$10K – 1739
2014
Q3 		$10K Buy
+854
New +$10.3K ﹤0.01% 1132

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

Private Trust Company's JDD Position: Q4 2014 in Review

Private Trust Company sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2014, closing a stake of 854 shares — an estimated $10K sold.

Private Trust Company first reported a position in JDD in Q3 2014 and held it in 1 quarter. The position peaked at $10K in Q3 2014. 41 funds tracked by Wall St. Rank hold JDD as of Q4 2014.

  • Private Trust Company reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2014 after selling out during the quarter.
  • Private Trust Company sold 854 Nuveen Diversified Dividend and Income Fund shares in Q4 2014, an estimated $10K.
  • Private Trust Company first reported a position in Nuveen Diversified Dividend and Income Fund in Q3 2014 and held it in 1 quarter.
  • Private Trust Company's Nuveen Diversified Dividend and Income Fund position peaked at $10K in Q3 2014.
  • 41 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.