DAS
JDD

Dynamic Advisor Solutions’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Dynamic Advisor Solutions’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
Q1 		– Sell
-10,673
Closed -$94K – 801
2020
Q4 		$94K Buy
10,673
+656
+7% +$5.45K 0.01% 644
2020
Q3 		$78K Hold
10,017
– – 0.01% 575
2020
Q2 		$77K Hold
10,017
– – 0.01% 525
2020
Q1 		$71K Hold
10,017
– – 0.01% 461
2019
Q4 		$109K Buy
+10,017
New +$109K 0.01% 536

Other funds holding JDD

SCM
Saba Capital Management New York $3.62B AUM 13% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
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

Dynamic Advisor Solutions's JDD Position: Q1 2021 in Review

Dynamic Advisor Solutions sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q1 2021, closing a stake of 10,673 shares — an estimated $94K sold.

Dynamic Advisor Solutions first reported a position in JDD in Q4 2019 and held it in 5 quarters. The position peaked at $109K in Q4 2019. 56 funds tracked by Wall St. Rank hold JDD as of Q1 2021.

  • Dynamic Advisor Solutions reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q1 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 10,673 Nuveen Diversified Dividend and Income Fund shares in Q1 2021, an estimated $94K.
  • Dynamic Advisor Solutions first reported a position in Nuveen Diversified Dividend and Income Fund in Q4 2019 and held it in 5 quarters.
  • Dynamic Advisor Solutions's Nuveen Diversified Dividend and Income Fund position peaked at $109K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q1 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2021, filed 27 Apr 2021.