Credit Suisse’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Credit Suisse’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
2016 Q2	–	Sell	-12,653	Closed	-$275K	–	4412
2016 Q1	$275K	Sell	12,653 -776,879	-98%	-$17M	﹤0.01%	3552
2015 Q4	$17.6M	Buy	789,532 +9,948	+1%	+$218K	0.02%	851
2015 Q3	$16.9M	Buy	779,584 +71,221	+10%	+$1.56M	0.02%	840
2015 Q2	$15.6M	Buy	708,363 +70,692	+11%	+$1.59M	0.02%	966
2015 Q1	$14.4M	Sell	637,671 -57,488	-8%	-$1.31M	0.01%	994
2014 Q4	$16.1M	Buy	695,159 +204,535	+42%	+$4.67M	0.01%	991
2014 Q3	$11.4M	Buy	490,624 +90,751	+23%	+$2.13M	0.01%	1220
2014 Q2	$9.52M	Buy	399,873 +99,243	+33%	+$2.34M	0.01%	1433
2014 Q1	$7.02M	Buy	300,630 +200,899	+201%	+$4.69M	0.01%	1496
2013 Q4	$2.29M	Buy	99,731 +34,111	+52%	+$807K	﹤0.01%	2544
2013 Q3	$1.58M	Buy	65,620 +13,120	+25%	+$315K	﹤0.01%	2602
2013 Q2	$1.35M	Buy	+52,500	New	+$1.46M	﹤0.01%	2567

Other funds holding JMT

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 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

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Credit Suisse's JMT Position: Q2 2016 in Review

Credit Suisse sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q2 2016, closing a stake of 12,653 shares — an estimated $275K sold.

Credit Suisse first reported a position in JMT in Q2 2013 and held it in 12 quarters. The position peaked at $17.6M in Q4 2015. 20 funds tracked by Wall St. Rank hold JMT as of Q2 2016.

Credit Suisse reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q2 2016 after selling out during the quarter.
Credit Suisse sold 12,653 Nuveen Mortgage Opportunity Term Fund 2 shares in Q2 2016, an estimated $275K.
Credit Suisse first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q2 2013 and held it in 12 quarters.
Credit Suisse's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $17.6M in Q4 2015.
20 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q2 2016.

Based on Credit Suisse's 13F filing for Q2 2016, filed 11 Aug 2016.