Doliver Advisors’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Doliver Advisors’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 Q3	–	Sell	-38,577	Closed	-$298K	–	205
2020 Q2	$298K	Buy	38,577 +27,060	+235%	+$204K	0.13%	100
2020 Q1	$86K	Buy	+11,517	New	+$113K	0.04%	154
2018 Q4	–	Sell	-48,744	Closed	-$531K	–	247
2018 Q3	$531K	Buy	+48,744	New	+$546K	0.22%	61
2018 Q1	–	Sell	-10,644	Closed	-$131K	–	401
2017 Q4	$131K	Buy	+10,644	New	+$133K	0.05%	277
2016 Q4	–	Sell	-13,752	Closed	-$161K	–	284
2016 Q3	$161K	Buy	+13,752	New	+$165K	0.14%	169
2016 Q2	–	Sell	-24,046	Closed	-$263K	–	235
2016 Q1	$263K	Buy	24,046 +5,560	+30%	+$56.8K	0.23%	109
2015 Q4	$200K	Sell	18,486 -15,826	-46%	-$172K	0.16%	115
2015 Q3	$355K	Buy	34,312 +18,171	+113%	+$202K	0.26%	106
2015 Q2	$185K	Sell	16,141 -8,964	-36%	-$110K	0.12%	231
2015 Q1	$306K	Sell	25,105 -23,082	-48%	-$280K	0.2%	160
2014 Q4	$567K	Buy	48,187 +30,204	+168%	+$359K	0.4%	84
2014 Q3	$209K	Sell	17,983 -28,711	-61%	-$348K	0.14%	224
2014 Q2	$572K	Sell	46,694 -10,306	-18%	-$124K	0.5%	68
2014 Q1	$667K	Sell	57,000 -18,752	-25%	-$216K	0.44%	79
2013 Q4	$854K	Sell	75,752 -16,495	-18%	-$185K	0.55%	48
2013 Q3	$1.03M	Buy	+92,247	New	+$1.06M	0.63%	17

Other funds holding JDD

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

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

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

RJFSA

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

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

RJA

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

Doliver Advisors's JDD Position: Q3 2020 in Review

Doliver Advisors sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q3 2020, closing a stake of 38,577 shares — an estimated $298K sold.

Doliver Advisors first reported a position in JDD in Q3 2013 and held it in 16 quarters. The position peaked at $1.03M in Q3 2013. 48 funds tracked by Wall St. Rank hold JDD as of Q3 2020.

Doliver Advisors reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q3 2020 after selling out during the quarter.
Doliver Advisors sold 38,577 Nuveen Diversified Dividend and Income Fund shares in Q3 2020, an estimated $298K.
Doliver Advisors first reported a position in Nuveen Diversified Dividend and Income Fund in Q3 2013 and held it in 16 quarters.
Doliver Advisors's Nuveen Diversified Dividend and Income Fund position peaked at $1.03M in Q3 2013.
48 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q3 2020.

Based on Doliver Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.