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

WFG 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	-1,512	Closed	-$18K	–	2266
2014 Q4	$18K	Buy	1,512 +175	+13%	+$2.08K	﹤0.01%	1275
2014 Q3	$16K	Buy	1,337 +160	+14%	+$1.94K	﹤0.01%	1363
2014 Q2	$14K	Hold	1,177	–	–	﹤0.01%	1404
2014 Q1	$14K	Hold	1,177	–	–	﹤0.01%	1385
2013 Q4	$13K	Hold	1,177	–	–	﹤0.01%	1512
2013 Q3	$13K	Hold	1,177	–	–	﹤0.01%	1450
2013 Q2	$14K	Buy	+1,177	New	+$15.4K	﹤0.01%	1366

Other funds holding JDD

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

WFG Advisors's JDD Position: Q1 2015 in Review

WFG Advisors sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q1 2015, closing a stake of 1,512 shares — an estimated $18K sold.

WFG Advisors first reported a position in JDD in Q2 2013 and held it in 7 quarters. The position peaked at $18K in Q4 2014. 39 funds tracked by Wall St. Rank hold JDD as of Q1 2015.

WFG Advisors reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 1,512 Nuveen Diversified Dividend and Income Fund shares in Q1 2015, an estimated $18K.
WFG Advisors first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2013 and held it in 7 quarters.
WFG Advisors's Nuveen Diversified Dividend and Income Fund position peaked at $18K in Q4 2014.
39 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.