Rockefeller Capital Management
JDD

Rockefeller Capital Management’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Rockefeller Capital 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
2020
Q4 		– Sell
-2,477
Closed -$19K – 3112
2020
Q3 		$19K Hold
2,477
– – ﹤0.01% 1817
2020
Q2 		$19K Hold
2,477
– – ﹤0.01% 1702
2020
Q1 		$17K Buy
+2,477
New +$24.2K ﹤0.01% 1577

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

Rockefeller Capital Management's JDD Position: Q4 2020 in Review

Rockefeller Capital Management sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2020, closing a stake of 2,477 shares — an estimated $19K sold.

Rockefeller Capital Management first reported a position in JDD in Q1 2020 and held it in 3 quarters. The position peaked at $19K in Q3 2020. 54 funds tracked by Wall St. Rank hold JDD as of Q4 2020.

  • Rockefeller Capital Management reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2020 after selling out during the quarter.
  • Rockefeller Capital Management sold 2,477 Nuveen Diversified Dividend and Income Fund shares in Q4 2020, an estimated $19K.
  • Rockefeller Capital Management first reported a position in Nuveen Diversified Dividend and Income Fund in Q1 2020 and held it in 3 quarters.
  • Rockefeller Capital Management's Nuveen Diversified Dividend and Income Fund position peaked at $19K in Q3 2020.
  • 54 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2020.

Based on Rockefeller Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.