CWM
JGT

Concert Wealth Management’s NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) JGT Stock Holding History

Concert Wealth Management’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
2013
Q3 		– Sell
-11,396
Closed -$128K – 551
2013
Q2 		$128K Buy
+11,396
New +$142K 0.02% 489

Other funds holding JGT

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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Concert Wealth Management's JGT Position: Q3 2013 in Review

Concert Wealth Management sold out of NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) (JGT) in Q3 2013, closing a stake of 11,396 shares — an estimated $128K sold.

Concert Wealth Management first reported a position in JGT in Q2 2013 and held it in 1 quarter. The position peaked at $128K in Q2 2013. 59 funds tracked by Wall St. Rank hold JGT as of Q3 2013.

  • Concert Wealth Management reported no remaining NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position as of Q3 2013 after selling out during the quarter.
  • Concert Wealth Management sold 11,396 NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) shares in Q3 2013, an estimated $128K.
  • Concert Wealth Management first reported a position in NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) in Q2 2013 and held it in 1 quarter.
  • Concert Wealth Management's NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position peaked at $128K in Q2 2013.
  • 59 funds tracked by Wall St. Rank held NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) as of Q3 2013.

Based on Concert Wealth Management's 13F filing for Q3 2013, filed 12 Nov 2013.