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

Charter Oak 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
2021 Q4	–	Sell	-2,818	Closed	–	–	970
2021 Q3	$0	Hold	2,818	–	–	﹤0.01%	917
2021 Q2	$0	Hold	2,818	–	–	﹤0.01%	922
2021 Q1	$0	Hold	2,818	–	–	﹤0.01%	878
2020 Q4	$0	Buy	+2,818	New	+$23.4K	﹤0.01%	773

Charter Oak Capital Management's JDD Position: Q4 2021 in Review

Charter Oak Capital Management sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2021, closing a stake of 2,818 shares.

Charter Oak Capital Management first reported a position in JDD in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q3 2021. 0 funds tracked by Wall St. Rank hold JDD as of Q4 2021.

Charter Oak Capital Management reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2021 after selling out during the quarter.
Charter Oak Capital Management sold 2,818 Nuveen Diversified Dividend and Income Fund shares in Q4 2021.
Charter Oak Capital Management first reported a position in Nuveen Diversified Dividend and Income Fund in Q4 2020 and held it in 4 quarters.
Charter Oak Capital Management's Nuveen Diversified Dividend and Income Fund position peaked at $0 in Q3 2021.
0 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2021.

Based on Charter Oak Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.