LCP
JDD

Legacy Capital Partners’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Legacy Capital Partners’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
-13,500
Closed -$104K – 155
2020
Q2 		$104K Sell
13,500
-3,000
-18% -$22.6K 0.04% 141
2020
Q1 		$116K Buy
+16,500
New +$161K 0.06% 135

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Legacy Capital Partners's JDD Position: Q3 2020 in Review

Legacy Capital Partners sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q3 2020, closing a stake of 13,500 shares — an estimated $104K sold.

Legacy Capital Partners first reported a position in JDD in Q1 2020 and held it in 2 quarters. The position peaked at $116K in Q1 2020. 48 funds tracked by Wall St. Rank hold JDD as of Q3 2020.

  • Legacy Capital Partners reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q3 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 13,500 Nuveen Diversified Dividend and Income Fund shares in Q3 2020, an estimated $104K.
  • Legacy Capital Partners first reported a position in Nuveen Diversified Dividend and Income Fund in Q1 2020 and held it in 2 quarters.
  • Legacy Capital Partners's Nuveen Diversified Dividend and Income Fund position peaked at $116K in Q1 2020.
  • 48 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q3 2020.

Based on Legacy Capital Partners's 13F filing for Q3 2020, filed 13 Oct 2020.