TWA
JDD

TCI Wealth Advisors’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

TCI Wealth 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
2015
Q1 		– Sell
-5,000
Closed -$59K – 1020
2014
Q4 		$59K Hold
5,000
– – 0.04% 234
2014
Q3 		$58K Hold
5,000
– – 0.04% 227
2014
Q2 		$61K Buy
+5,000
New +$60K 0.04% 229

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
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

TCI Wealth Advisors's JDD Position: Q1 2015 in Review

TCI Wealth Advisors sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q1 2015, closing a stake of 5,000 shares — an estimated $59K sold.

TCI Wealth Advisors first reported a position in JDD in Q2 2014 and held it in 3 quarters. The position peaked at $61K in Q2 2014. 39 funds tracked by Wall St. Rank hold JDD as of Q1 2015.

  • TCI Wealth Advisors reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q1 2015 after selling out during the quarter.
  • TCI Wealth Advisors sold 5,000 Nuveen Diversified Dividend and Income Fund shares in Q1 2015, an estimated $59K.
  • TCI Wealth Advisors first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2014 and held it in 3 quarters.
  • TCI Wealth Advisors's Nuveen Diversified Dividend and Income Fund position peaked at $61K in Q2 2014.
  • 39 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q1 2015.

Based on TCI Wealth Advisors's 13F filing for Q1 2015, filed 30 Apr 2015.