MA
JDD

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

Mutual 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
-12,360
Closed -$96K – 770
2020
Q3 		$96K Sell
12,360
-3,962
-24% -$31.1K 0.01% 657
2020
Q2 		$126K Sell
16,322
-4,486
-22% -$33.8K 0.01% 627
2020
Q1 		$146K Sell
20,808
-1,341
-6% -$13.1K 0.02% 520
2019
Q4 		$241K Buy
22,149
+332
+2% +$3.61K 0.03% 521
2019
Q3 		$239K Buy
21,817
+330
+2% +$3.61K 0.03% 467
2019
Q2 		$229K Sell
21,487
-152
-0.7% -$1.61K 0.03% 496
2019
Q1 		$224K Sell
21,639
-792
-4% -$8.08K 0.03% 427
2018
Q4 		$207K Buy
22,431
+5,692
+34% +$56.6K 0.04% 394
2018
Q3 		$182K Sell
16,739
-120
-0.7% -$1.34K 0.03% 459
2018
Q2 		$197K Sell
16,859
-6,421
-28% -$77.6K 0.04% 402
2018
Q1 		$282K Sell
23,280
-4,488
-16% -$54.8K 0.07% 320
2017
Q4 		$341K Buy
+27,768
New +$347K 0.13% 210

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mutual Advisors's JDD Position: Q4 2020 in Review

Mutual Advisors sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2020, closing a stake of 12,360 shares — an estimated $96K sold.

Mutual Advisors first reported a position in JDD in Q4 2017 and held it in 12 quarters. The position peaked at $341K in Q4 2017. 54 funds tracked by Wall St. Rank hold JDD as of Q4 2020.

  • Mutual Advisors reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2020 after selling out during the quarter.
  • Mutual Advisors sold 12,360 Nuveen Diversified Dividend and Income Fund shares in Q4 2020, an estimated $96K.
  • Mutual Advisors first reported a position in Nuveen Diversified Dividend and Income Fund in Q4 2017 and held it in 12 quarters.
  • Mutual Advisors's Nuveen Diversified Dividend and Income Fund position peaked at $341K in Q4 2017.
  • 54 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2020.

Based on Mutual Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.