Shaker Financial Services’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Shaker Financial Services’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 Q2	–	Sell	-56,945	Closed	-$540K	–	190
2021 Q1	$540K	Buy	56,945 +34,689	+156%	+$313K	0.22%	119
2020 Q4	$195K	Buy	+22,256	New	+$185K	0.08%	154
2020 Q3	–	Sell	-217,811	Closed	-$1.68M	–	197
2020 Q2	$1.68M	Buy	217,811 +22,094	+11%	+$167K	0.93%	37
2020 Q1	$1.38M	Buy	195,717 +129,251	+194%	+$1.26M	0.93%	34
2019 Q4	$724K	Buy	+66,466	New	+$723K	0.33%	75
2019 Q3	–	Sell	-44,720	Closed	-$476K	–	150
2019 Q2	$476K	Sell	44,720 -70,022	-61%	-$742K	0.25%	87
2019 Q1	$1.19M	Buy	+114,742	New	+$1.17M	0.6%	54
2018 Q4	–	Sell	-34,841	Closed	-$380K	–	172
2018 Q3	$380K	Buy	34,841 +10,941	+46%	+$123K	0.18%	91
2018 Q2	$279K	Buy	+23,900	New	+$289K	0.14%	88
2017 Q2	–	Sell	-30,108	Closed	-$356K	–	138
2017 Q1	$356K	Buy	+30,108	New	+$358K	0.2%	90
2016 Q4	–	Sell	-55,025	Closed	-$643K	–	151
2016 Q3	$643K	Buy	+55,025	New	+$659K	0.42%	71
2016 Q1	–	Sell	-98,631	Closed	-$1.07M	–	126
2015 Q4	$1.07M	Buy	98,631 +56,335	+133%	+$613K	0.74%	49
2015 Q3	$438K	Sell	42,296 -4,035	-9%	-$44.9K	0.33%	75
2015 Q2	$532K	Buy	46,331 +30,051	+185%	+$368K	0.33%	79
2015 Q1	$199K	Sell	16,280 -46,161	-74%	-$560K	0.12%	115
2014 Q4	$735K	Buy	+62,441	New	+$743K	0.47%	65
2014 Q3	–	Sell	-25,332	Closed	-$311K	–	174
2014 Q2	$311K	Buy	25,332 +12,688	+100%	+$152K	0.19%	114
2014 Q1	$148K	Sell	12,644 -81,049	-87%	-$933K	0.1%	128
2013 Q4	$1.06M	Sell	93,693 -36,162	-28%	-$406K	0.73%	51
2013 Q3	$1.45M	Buy	129,855 +96,262	+287%	+$1.11M	1.08%	26
2013 Q2	$405K	Buy	+33,593	New	+$439K	0.3%	101

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

PPA

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

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

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

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

RJA

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

Shaker Financial Services's JDD Position: Q2 2021 in Review

Shaker Financial Services sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q2 2021, closing a stake of 56,945 shares — an estimated $540K sold.

Shaker Financial Services first reported a position in JDD in Q2 2013 and held it in 21 quarters. The position peaked at $1.68M in Q2 2020. 51 funds tracked by Wall St. Rank hold JDD as of Q2 2021.

Shaker Financial Services reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q2 2021 after selling out during the quarter.
Shaker Financial Services sold 56,945 Nuveen Diversified Dividend and Income Fund shares in Q2 2021, an estimated $540K.
Shaker Financial Services first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2013 and held it in 21 quarters.
Shaker Financial Services's Nuveen Diversified Dividend and Income Fund position peaked at $1.68M in Q2 2020.
51 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q2 2021.

Based on Shaker Financial Services's 13F filing for Q2 2021, filed 4 Aug 2021.