CWM
JMT

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

Cornerstone 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
2018
Q4 		– Sell
-23,105
Closed -$940K – 1276
2018
Q3 		$940K Buy
+23,105
New +$531K 0.01% 730

Other funds holding JMT

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
WMA
Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return

Cornerstone Wealth Management's JMT Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q4 2018, closing a stake of 23,105 shares — an estimated $940K sold.

Cornerstone Wealth Management first reported a position in JMT in Q3 2018 and held it in 1 quarter. The position peaked at $940K in Q3 2018. 19 funds tracked by Wall St. Rank hold JMT as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 23,105 Nuveen Mortgage Opportunity Term Fund 2 shares in Q4 2018, an estimated $940K.
  • Cornerstone Wealth Management first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $940K in Q3 2018.
  • 19 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.