Creative Planning’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Creative Planning’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
2015 Q2	–	Sell	-800	Closed	-$18K	–	3503
2015 Q1	$18K	Buy	+800	New	+$18.2K	﹤0.01%	2814

Other funds holding JMT

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAM

PT Asset Management Chicago, Illinois $13.7M AUM 9.34% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

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

YMRC

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

Creative Planning's JMT Position: Q2 2015 in Review

Creative Planning sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q2 2015, closing a stake of 800 shares — an estimated $18K sold.

Creative Planning first reported a position in JMT in Q1 2015 and held it in 1 quarter. The position peaked at $18K in Q1 2015. 16 funds tracked by Wall St. Rank hold JMT as of Q2 2015.

Creative Planning reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 800 Nuveen Mortgage Opportunity Term Fund 2 shares in Q2 2015, an estimated $18K.
Creative Planning first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q1 2015 and held it in 1 quarter.
Creative Planning's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $18K in Q1 2015.
16 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.