Carroll Financial Associates’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Carroll Financial Associates’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
2021 Q2	–	Sell	-36,687	Closed	-$347K	–	1918
2021 Q1	$347K	Sell	36,687 -2,700	-7%	-$24.3K	0.02%	293
2020 Q4	$345K	Buy	+39,387	New	+$327K	0.02%	279

Other funds holding JDD

SCM

Saba Capital Management New York $3.62B AUM 13% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

RJA

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

Carroll Financial Associates's JDD Position: Q2 2021 in Review

Carroll Financial Associates sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q2 2021, closing a stake of 36,687 shares — an estimated $347K sold.

Carroll Financial Associates first reported a position in JDD in Q4 2020 and held it in 2 quarters. The position peaked at $347K in Q1 2021. 51 funds tracked by Wall St. Rank hold JDD as of Q2 2021.

Carroll Financial Associates reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q2 2021 after selling out during the quarter.
Carroll Financial Associates sold 36,687 Nuveen Diversified Dividend and Income Fund shares in Q2 2021, an estimated $347K.
Carroll Financial Associates first reported a position in Nuveen Diversified Dividend and Income Fund in Q4 2020 and held it in 2 quarters.
Carroll Financial Associates's Nuveen Diversified Dividend and Income Fund position peaked at $347K in Q1 2021.
51 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.