CWM
JMT

Cabot Wealth Management’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Cabot Wealth Management’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
2013
Q3 		– Sell
-9,245
Closed -$237K – 186
2013
Q2 		$237K Buy
+9,245
New +$257K 0.08% 166

Other funds holding JMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

Cabot Wealth Management's JMT Position: Q3 2013 in Review

Cabot Wealth Management sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q3 2013, closing a stake of 9,245 shares — an estimated $237K sold.

Cabot Wealth Management first reported a position in JMT in Q2 2013 and held it in 1 quarter. The position peaked at $237K in Q2 2013. 24 funds tracked by Wall St. Rank hold JMT as of Q3 2013.

  • Cabot Wealth Management reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q3 2013 after selling out during the quarter.
  • Cabot Wealth Management sold 9,245 Nuveen Mortgage Opportunity Term Fund 2 shares in Q3 2013, an estimated $237K.
  • Cabot Wealth Management first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q2 2013 and held it in 1 quarter.
  • Cabot Wealth Management's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $237K in Q2 2013.
  • 24 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q3 2013.

Based on Cabot Wealth Management's 13F filing for Q3 2013, filed 23 Oct 2013.