CIBC Private Wealth Group
JMT

CIBC Private Wealth Group’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

CIBC Private Wealth Group’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
Q3 		– Sell
-1,050
Closed -$24K – 1917
2018
Q2 		$24K Hold
1,050
– – ﹤0.01% 1360
2018
Q1 		$24K Hold
1,050
– – ﹤0.01% 1353
2017
Q4 		$25K Buy
+1,050
New +$25.9K ﹤0.01% 1362

Other funds holding JMT

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
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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

CIBC Private Wealth Group's JMT Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q3 2018, closing a stake of 1,050 shares — an estimated $24K sold.

CIBC Private Wealth Group first reported a position in JMT in Q4 2017 and held it in 3 quarters. The position peaked at $25K in Q4 2017. 22 funds tracked by Wall St. Rank hold JMT as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,050 Nuveen Mortgage Opportunity Term Fund 2 shares in Q3 2018, an estimated $24K.
  • CIBC Private Wealth Group first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $25K in Q4 2017.
  • 22 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.