BRWA
JGT

B. Riley Wealth Advisors’s NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) JGT Stock Holding History

B. Riley Wealth Advisors’s Portfolio JGT Stock Details JGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-5,222
Closed -$58.6K – 2453
2014
Q2 		$58.6K Buy
+5,222
New +$57.2K 0.01% 963

Other funds holding JGT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Advisors's JGT Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) (JGT) in Q3 2014, closing a stake of 5,222 shares — an estimated $58.6K sold.

B. Riley Wealth Advisors first reported a position in JGT in Q2 2014 and held it in 1 quarter. The position peaked at $58.6K in Q2 2014. 52 funds tracked by Wall St. Rank hold JGT as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,222 NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) shares in Q3 2014, an estimated $58.6K.
  • B. Riley Wealth Advisors first reported a position in NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position peaked at $58.6K in Q2 2014.
  • 52 funds tracked by Wall St. Rank held NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.