VBCG
JDD

Valley Brook Capital Group’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Valley Brook Capital Group’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
-4,000
Closed -$37K – 475
2021
Q1 		$37K Hold
4,000
– – 0.03% 250
2020
Q4 		$35K Buy
+4,000
New +$33.2K 0.03% 230

Other funds holding JDD

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RJFSA
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PPA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
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Osaic Holdings
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

Valley Brook Capital Group's JDD Position: Q2 2021 in Review

Valley Brook Capital Group sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q2 2021, closing a stake of 4,000 shares — an estimated $37K sold.

Valley Brook Capital Group first reported a position in JDD in Q4 2020 and held it in 2 quarters. The position peaked at $37K in Q1 2021. 51 funds tracked by Wall St. Rank hold JDD as of Q2 2021.

  • Valley Brook Capital Group reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 4,000 Nuveen Diversified Dividend and Income Fund shares in Q2 2021, an estimated $37K.
  • Valley Brook Capital Group first reported a position in Nuveen Diversified Dividend and Income Fund in Q4 2020 and held it in 2 quarters.
  • Valley Brook Capital Group's Nuveen Diversified Dividend and Income Fund position peaked at $37K in Q1 2021.
  • 51 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.