AOD Research | Milton Maxwell

AOD

Abrdn Total Dynamic Dividend Fund

9.64

-0.07-0.72%

Dec 16, 4:00:02 PM EST

Upcoming Earnings

Report date

≈ -/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

No earnings call transcript available

Key Stats

Market Cap

1.02B

P/E (TTM)

14.61

Basic EPS (TTM)

0.66

Dividend Yield

0.11%

Recent Filings

8-K

KPMG engaged as new auditor

9/28/18Sep 28, 2018

Aberdeen Total Dynamic Dividend Fund engaged KPMG LLP as its new independent registered public accounting firm, effective September 26, 2018, following the prior accountant's resignation on May 4. The Audit Committee approved the switch on June 13, contingent on KPMG's satisfactory independence letter. No prior consultations or disagreements occurred. Clean transition.

8-K

E&Y resigns over independence

5/9/18May 9, 2018

Ernst & Young resigned as Aberdeen Total Dynamic Dividend Fund's auditor effective May 4, 2018, due to independence issues from the adviser change that day. No audit disagreements or reportable events occurred in recent years. Board to select new firm for fiscal year ending October 31, 2018. Clean exit.

8-K

Tightens shareholder nominations

10/4/17Oct 4, 2017

Alpine Total Dynamic Dividend Fund's Board approved amended bylaws and an updated Nominating Committee Charter on September 28, 2017. Changes tighten shareholder proposal and nomination procedures—requiring presence, detailed disclosures, and strict trustee qualifications like age limits and no disqualifying conduct—while designating Delaware courts as exclusive forum for certain litigation. Board controls governance.

8-K

Auditor switch to E&Y

6/26/15Jun 26, 2015

Alpine Total Dynamic Dividend Fund dismissed Deloitte & Touche as its auditor effective June 25, 2015, and hired Ernst & Young for the fiscal year ending October 31, 2015. Boards approved both moves on Audit Committee recommendation. No disagreements or reportable events marred Deloitte's clean audits of the prior two years. Switch signals smooth transition.

8-K

SEC settlement resolved

2/8/11Feb 8, 2011

Alpine Woods Capital Investors, LLC and CEO Samuel A. Lieber settled non-fraud SEC administrative proceedings on February 7, 2011, over record-keeping, compliance, and disclosure lapses tied to IPO activities from 2006-2008. Alpine paid a $650,000 penalty; Lieber paid $65,000. Both accepted a cease-and-desist order and censure. No business restrictions imposed. Alpine had already enhanced policies.

About

Abrdn Total Dynamic Dividend Fund is a closed-ended equity mutual fund launched and managed by Alpine Woods Capital Investors, LLC. The fund invests in the public equity markets across the globe. It seeks to invest in stocks of companies across diversified sectors. The fund invests in growth and value stocks of companies across all market capitalizations. It employs fundamental analysis with a combination of bottom-up and top-down stock picking approach with a focus on factors like special dividends and dividend capture rotation to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 TR Index, MSCI ACWI Index, and MSCI AC World Daily TR Ex Japan (Gross Div) Index. It conducts in-house research to make its investments. Abrdn Total Dynamic Dividend Fund was formed on October 27, 2006 and is domiciled in the United States.

CEO

Ms. Jill Kaufman Evans

IPO

4/23/2007

Website

https://www.alpinefunds.com/default.asp?P=856340&S=857569

Sector

Financial Services

Industry

Asset Management