TCM
JDD

TD Capital Management’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

TD Capital 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
2016
Q3 		– Sell
-476
Closed -$6K – 191
2016
Q2 		$6K Buy
+476
New +$5.26K ﹤0.01% 132

Other funds holding JDD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

TD Capital Management's JDD Position: Q3 2016 in Review

TD Capital Management sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q3 2016, closing a stake of 476 shares — an estimated $6K sold.

TD Capital Management first reported a position in JDD in Q2 2016 and held it in 1 quarter. The position peaked at $6K in Q2 2016. 40 funds tracked by Wall St. Rank hold JDD as of Q3 2016.

  • TD Capital Management reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q3 2016 after selling out during the quarter.
  • TD Capital Management sold 476 Nuveen Diversified Dividend and Income Fund shares in Q3 2016, an estimated $6K.
  • TD Capital Management first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2016 and held it in 1 quarter.
  • TD Capital Management's Nuveen Diversified Dividend and Income Fund position peaked at $6K in Q2 2016.
  • 40 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q3 2016.

Based on TD Capital Management's 13F filing for Q3 2016, filed 7 Nov 2016.