CAN
JDD

Claraphi Advisory Network’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Claraphi Advisory Network’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
Q2 		– Sell
-5,195
Closed -$37K – 1344
2020
Q1 		$37K Buy
+5,195
New +$50.8K 0.02% 528

Other funds holding JDD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Claraphi Advisory Network's JDD Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q2 2020, closing a stake of 5,195 shares — an estimated $37K sold.

Claraphi Advisory Network first reported a position in JDD in Q1 2020 and held it in 1 quarter. The position peaked at $37K in Q1 2020. 56 funds tracked by Wall St. Rank hold JDD as of Q2 2020.

  • Claraphi Advisory Network reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 5,195 Nuveen Diversified Dividend and Income Fund shares in Q2 2020, an estimated $37K.
  • Claraphi Advisory Network first reported a position in Nuveen Diversified Dividend and Income Fund in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's Nuveen Diversified Dividend and Income Fund position peaked at $37K in Q1 2020.
  • 56 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.