Ameriprise’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Ameriprise’s Portfolio JMT Stock Details JMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-78,667	Closed	-$1.87M	–	3742
2017 Q4	$1.87M	Buy	78,667 +12,819	+19%	+$316K	﹤0.01%	2680
2017 Q3	$1.62M	Buy	65,848 +32,581	+98%	+$799K	﹤0.01%	2716
2017 Q2	$818K	Buy	+33,267	New	+$801K	﹤0.01%	3038
2013 Q4	–	Sell	-374	Closed	-$9K	–	5534
2013 Q3	$9K	Hold	374	–	–	﹤0.01%	4990
2013 Q2	$10K	Buy	+374	New	+$10.4K	﹤0.01%	4795

Other funds holding JMT

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

FTI

Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return

Ameriprise's JMT Position: Q1 2018 in Review

Ameriprise sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q1 2018, closing a stake of 78,667 shares — an estimated $1.87M sold.

Ameriprise first reported a position in JMT in Q2 2013 and held it in 5 quarters. The position peaked at $1.87M in Q4 2017. 19 funds tracked by Wall St. Rank hold JMT as of Q1 2018.

Ameriprise reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q1 2018 after selling out during the quarter.
Ameriprise sold 78,667 Nuveen Mortgage Opportunity Term Fund 2 shares in Q1 2018, an estimated $1.87M.
Ameriprise first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q2 2013 and held it in 5 quarters.
Ameriprise's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $1.87M in Q4 2017.
19 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q1 2018.

Based on Ameriprise's 13F filing for Q1 2018, filed 15 May 2018.