Mid Atlantic Financial Management’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Mid Atlantic Financial Management’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 Q3	$292K	Buy	28,114 +3,200	+13%	+$33.8K	0.02%	677
2021 Q2	$259K	Sell	24,914 -82,109	-77%	-$834K	0.02%	730
2021 Q1	$1.01M	Buy	107,023 +8,000	+8%	+$72.1K	0.07%	234
2020 Q4	$868K	Buy	99,023 +4,200	+4%	+$34.9K	0.07%	255
2020 Q3	$763K	Buy	94,823 +4,900	+5%	+$38.4K	0.07%	263
2020 Q2	$695K	Buy	89,923 +4,400	+5%	+$33.2K	0.07%	254
2020 Q1	$602K	Buy	85,523 +2,000	+2%	+$19.5K	0.07%	264
2019 Q4	$910K	Buy	83,523 +3,700	+5%	+$40.2K	0.09%	244
2019 Q3	$876K	Buy	79,823 +1,200	+2%	+$13.1K	0.09%	232
2019 Q2	$837K	Buy	78,623 +5,800	+8%	+$61.5K	0.09%	249
2019 Q1	$754K	Buy	72,823 +5,000	+7%	+$51K	0.08%	254
2018 Q4	$626K	Buy	+67,823	New	+$674K	0.08%	274

Other funds holding JDD

SCM

Saba Capital Management New York $3.62B AUM 13% 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

RJFSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RJA

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Mid Atlantic Financial Management's JDD Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Nuveen Diversified Dividend and Income Fund (JDD) stake by 13% in Q3 2021, buying an estimated $33.8K and bringing the position to 28,114 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #677.

Mid Atlantic Financial Management first reported a position in JDD in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.01M in Q1 2021. 50 funds tracked by Wall St. Rank hold JDD as of Q3 2021.

Mid Atlantic Financial Management held 28,114 shares of Nuveen Diversified Dividend and Income Fund worth $292K as of Q3 2021.
Mid Atlantic Financial Management bought 3,200 Nuveen Diversified Dividend and Income Fund shares in Q3 2021, an estimated $33.8K.
Nuveen Diversified Dividend and Income Fund made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #677 holding.
Mid Atlantic Financial Management first reported a position in Nuveen Diversified Dividend and Income Fund in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Nuveen Diversified Dividend and Income Fund position peaked at $1.01M in Q1 2021.
50 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.