Stratos Wealth Partners’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-12,700
Closed -$138K 3050
2018
Q3
$138K Buy
12,700
+173
+1% +$1.94K 0.01% 997
2018
Q2
$146K Sell
12,527
-367
-3% -$4.44K 0.01% 923
2018
Q1
$156K Buy
+12,894
New +$157K 0.01% 1002

Other funds holding JDD

Stratos Wealth Partners's JDD Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2018, closing a stake of 12,700 shares — an estimated $138K sold.

Stratos Wealth Partners first reported a position in JDD in Q1 2018 and held it in 3 quarters. The position peaked at $156K in Q1 2018. 51 funds tracked by Wall St. Rank hold JDD as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 12,700 Nuveen Diversified Dividend and Income Fund shares in Q4 2018, an estimated $138K.
  • Stratos Wealth Partners first reported a position in Nuveen Diversified Dividend and Income Fund in Q1 2018 and held it in 3 quarters.
  • Stratos Wealth Partners's Nuveen Diversified Dividend and Income Fund position peaked at $156K in Q1 2018.
  • 51 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.