TFA
JDD

Transamerica Financial Advisors’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Transamerica Financial 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
2013
Q4 		– Sell
-800
Closed -$9K – 667
2013
Q3 		$9K Hold
800
– – ﹤0.01% 447
2013
Q2 		$10K Buy
+800
New +$10.4K ﹤0.01% 427

Other funds holding JDD

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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

Transamerica Financial Advisors's JDD Position: Q4 2013 in Review

Transamerica Financial Advisors sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2013, closing a stake of 800 shares — an estimated $9K sold.

Transamerica Financial Advisors first reported a position in JDD in Q2 2013 and held it in 2 quarters. The position peaked at $10K in Q2 2013. 30 funds tracked by Wall St. Rank hold JDD as of Q4 2013.

  • Transamerica Financial Advisors reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2013 after selling out during the quarter.
  • Transamerica Financial Advisors sold 800 Nuveen Diversified Dividend and Income Fund shares in Q4 2013, an estimated $9K.
  • Transamerica Financial Advisors first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2013 and held it in 2 quarters.
  • Transamerica Financial Advisors's Nuveen Diversified Dividend and Income Fund position peaked at $10K in Q2 2013.
  • 30 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2013.

Based on Transamerica Financial Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.