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

Corbenic Partners’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
2017 Q3	–	Sell	-1	Closed	–	–	273
2017 Q2	$0	Hold	1	–	–	﹤0.01%	205
2017 Q1	$0	Hold	1	–	–	﹤0.01%	224
2016 Q4	$0	Hold	1	–	–	﹤0.01%	221
2016 Q3	$0	Hold	1	–	–	﹤0.01%	228
2016 Q2	$0	Hold	1	–	–	﹤0.01%	195
2016 Q1	$0	Hold	1	–	–	﹤0.01%	199
2015 Q4	$0	Hold	1	–	–	﹤0.01%	210
2015 Q3	$0	Hold	1	–	–	﹤0.01%	184
2015 Q2	$0	Hold	1	–	–	﹤0.01%	162
2015 Q1	$0	Hold	1	–	–	﹤0.01%	227
2014 Q4	$0	Buy	+1	New	+$23	﹤0.01%	227
2014 Q3	–	Sell	-111	Closed	-$3K	–	141
2014 Q2	$3K	Buy	111 +2	+2%	+$47	﹤0.01%	95
2014 Q1	$3K	Buy	109 +8	+8%	+$187	﹤0.01%	92
2013 Q4	$2K	Buy	101 +4	+4%	+$95	﹤0.01%	93
2013 Q3	$2K	Buy	+97	New	+$2.33K	﹤0.01%	100

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

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

Corbenic Partners's JMT Position: Q3 2017 in Review

Corbenic Partners sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q3 2017, closing a stake of 1 share.

Corbenic Partners first reported a position in JMT in Q3 2013 and held it in 15 quarters. The position peaked at $3K in Q2 2014. 19 funds tracked by Wall St. Rank hold JMT as of Q3 2017.

Corbenic Partners reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q3 2017 after selling out during the quarter.
Corbenic Partners sold 1 Nuveen Mortgage Opportunity Term Fund 2 share in Q3 2017.
Corbenic Partners first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q3 2013 and held it in 15 quarters.
Corbenic Partners's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $3K in Q2 2014.
19 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q3 2017.

Based on Corbenic Partners's 13F filing for Q3 2017, filed 26 Oct 2017.