Creative Planning
JGT

Creative Planning’s NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) JGT Stock Holding History

Creative Planning’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
2014
Q3 		– Sell
-101
Closed -$1K – 4329
2014
Q2 		$1K Buy
+101
New +$1.11K ﹤0.01% 3726
2013
Q4 		– Sell
-2,000
Closed -$21K – 3633
2013
Q3 		$21K Buy
2,000
+175
+10% +$1.89K ﹤0.01% 2088
2013
Q2 		$20K Buy
+1,825
New +$22.7K ﹤0.01% 1942

Other funds holding JGT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's JGT Position: Q3 2014 in Review

Creative Planning sold out of NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) (JGT) in Q3 2014, closing a stake of 101 shares — an estimated $1K sold.

Creative Planning first reported a position in JGT in Q2 2013 and held it in 3 quarters. The position peaked at $21K in Q3 2013. 52 funds tracked by Wall St. Rank hold JGT as of Q3 2014.

  • Creative Planning reported no remaining NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position as of Q3 2014 after selling out during the quarter.
  • Creative Planning sold 101 NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) shares in Q3 2014, an estimated $1K.
  • Creative Planning first reported a position in NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) in Q2 2013 and held it in 3 quarters.
  • Creative Planning's NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position peaked at $21K in Q3 2013.
  • 52 funds tracked by Wall St. Rank held NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.