Belpointe Asset Management’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Belpointe Asset 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
2020 Q1	–	Sell	-11,265	Closed	-$123K	–	838
2019 Q4	$123K	Sell	11,265 -5,290	-32%	-$57.5K	0.02%	704
2019 Q3	$182K	Sell	16,555 -4,625	-22%	-$50.6K	0.03%	496
2019 Q2	$226K	Sell	21,180 -1,000	-5%	-$10.6K	0.04%	388
2019 Q1	$230K	Buy	22,180 +8,575	+63%	+$87.5K	0.04%	285
2018 Q4	$126K	Buy	13,605 +1,800	+15%	+$17.9K	0.03%	435
2018 Q3	$129K	Buy	+11,805	New	+$132K	0.02%	576

Other funds holding JDD

AAM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Belpointe Asset Management's JDD Position: Q1 2020 in Review

Belpointe Asset Management sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q1 2020, closing a stake of 11,265 shares — an estimated $123K sold.

Belpointe Asset Management first reported a position in JDD in Q3 2018 and held it in 6 quarters. The position peaked at $230K in Q1 2019. 49 funds tracked by Wall St. Rank hold JDD as of Q1 2020.

Belpointe Asset Management reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q1 2020 after selling out during the quarter.
Belpointe Asset Management sold 11,265 Nuveen Diversified Dividend and Income Fund shares in Q1 2020, an estimated $123K.
Belpointe Asset Management first reported a position in Nuveen Diversified Dividend and Income Fund in Q3 2018 and held it in 6 quarters.
Belpointe Asset Management's Nuveen Diversified Dividend and Income Fund position peaked at $230K in Q1 2019.
49 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q1 2020.

Based on Belpointe Asset Management's 13F filing for Q1 2020, filed 20 Jul 2020.