CFGS
JDD

Concourse Financial Group Securities’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Concourse Financial Group Securities’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
-1,800
Closed -$19K – 2521
2021
Q3 		$19K Hold
1,800
– – ﹤0.01% 1689
2021
Q2 		$19K Hold
1,800
– – ﹤0.01% 1675
2021
Q1 		$17K Hold
1,800
– – ﹤0.01% 1623
2020
Q4 		$16K Sell
1,800
-6,300
-78% -$52.4K ﹤0.01% 1556
2020
Q3 		$65K Sell
8,100
-3,130
-28% -$24.5K 0.01% 955
2020
Q2 		$89K Hold
11,230
– – 0.01% 766
2020
Q1 		$82K Buy
11,230
+1,500
+15% +$14.7K 0.01% 730
2019
Q4 		$106K Buy
+9,730
New +$106K 0.01% 695
2019
Q3 		– Sell
-14,150
Closed -$155K – 2315
2019
Q2 		$154K Hold
14,150
– – 0.02% 545
2019
Q1 		$149K Buy
14,150
+1,100
+8% +$11.2K 0.02% 573
2018
Q4 		$120K Buy
+13,050
New +$130K 0.01% 591

Concourse Financial Group Securities's JDD Position: Q4 2021 in Review

Concourse Financial Group Securities sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2021, closing a stake of 1,800 shares — an estimated $19K sold.

Concourse Financial Group Securities first reported a position in JDD in Q4 2018 and held it in 11 quarters. The position peaked at $154K in Q2 2019. 0 funds tracked by Wall St. Rank hold JDD as of Q4 2021.

  • Concourse Financial Group Securities reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2021 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,800 Nuveen Diversified Dividend and Income Fund shares in Q4 2021, an estimated $19K.
  • Concourse Financial Group Securities first reported a position in Nuveen Diversified Dividend and Income Fund in Q4 2018 and held it in 11 quarters.
  • Concourse Financial Group Securities's Nuveen Diversified Dividend and Income Fund position peaked at $154K in Q2 2019.
  • 0 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2021.

Based on Concourse Financial Group Securities's 13F filing for Q4 2021, filed 7 Feb 2022.