FHA
JDD

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

Flagship Harbor 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
Q4 		– Sell
-1,246
Closed -$9K – 2030
2020
Q3 		$9K Hold
1,246
– – ﹤0.01% 1380
2020
Q2 		$9K Hold
1,246
– – ﹤0.01% 1405
2020
Q1 		$9K Sell
1,246
-2,946
-70% -$28.8K ﹤0.01% 1283
2019
Q4 		$46K Hold
4,192
– – 0.01% 849
2019
Q3 		$45K Hold
4,192
– – 0.01% 802
2019
Q2 		$44K Hold
4,192
– – 0.01% 801
2019
Q1 		$43K Hold
4,192
– – 0.01% 805
2018
Q4 		$38K Hold
4,192
– – 0.01% 802
2018
Q3 		$46K Hold
4,192
– – 0.01% 835
2018
Q2 		$48K Buy
+4,192
New +$50.7K 0.01% 801

Other funds holding JDD

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $250M AUM 26.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Flagship Harbor Advisors's JDD Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2020, closing a stake of 1,246 shares — an estimated $9K sold.

Flagship Harbor Advisors first reported a position in JDD in Q2 2018 and held it in 10 quarters. The position peaked at $48K in Q2 2018. 54 funds tracked by Wall St. Rank hold JDD as of Q4 2020.

  • Flagship Harbor Advisors reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 1,246 Nuveen Diversified Dividend and Income Fund shares in Q4 2020, an estimated $9K.
  • Flagship Harbor Advisors first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2018 and held it in 10 quarters.
  • Flagship Harbor Advisors's Nuveen Diversified Dividend and Income Fund position peaked at $48K in Q2 2018.
  • 54 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.