Creative Planning
JMT

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-800
Closed -$18K – 3350
2015
Q1 		$18K Buy
+800
New +$18K ﹤0.01% 2787