CA
JMT

Cornerstone Advisors’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Cornerstone Advisors’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
2014
Q3 		– Sell
-9,618
Closed -$229K – 275
2014
Q2 		$229K Hold
9,618
– – 0.05% 246
2014
Q1 		$225K Buy
+9,618
New +$225K 0.05% 250

Other funds holding JMT

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

Cornerstone Advisors's JMT Position: Q3 2014 in Review

Cornerstone Advisors sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q3 2014, closing a stake of 9,618 shares — an estimated $229K sold.

Cornerstone Advisors first reported a position in JMT in Q1 2014 and held it in 2 quarters. The position peaked at $229K in Q2 2014. 18 funds tracked by Wall St. Rank hold JMT as of Q3 2014.

  • Cornerstone Advisors reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q3 2014 after selling out during the quarter.
  • Cornerstone Advisors sold 9,618 Nuveen Mortgage Opportunity Term Fund 2 shares in Q3 2014, an estimated $229K.
  • Cornerstone Advisors first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q1 2014 and held it in 2 quarters.
  • Cornerstone Advisors's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $229K in Q2 2014.
  • 18 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q3 2014.

Based on Cornerstone Advisors's 13F filing for Q3 2014, filed 10 Nov 2014.