DA
JMT

Doliver Advisors’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Doliver Advisors’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
2014
Q3 		– Sell
-9,440
Closed -$237K – 303
2014
Q2 		$237K Buy
+9,440
New +$222K 0.21% 175
2014
Q1 		– Sell
-13,800
Closed -$317K – 269
2013
Q4 		$317K Sell
13,800
-10,317
-43% -$244K 0.2% 178
2013
Q3 		$579K Buy
24,117
+6,891
+40% +$165K 0.36% 97
2013
Q2 		$442K Buy
+17,226
New +$478K 0.26% 177

Other funds holding JMT

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
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

Doliver Advisors's JMT Position: Q3 2014 in Review

Doliver Advisors sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q3 2014, closing a stake of 9,440 shares — an estimated $237K sold.

Doliver Advisors first reported a position in JMT in Q2 2013 and held it in 4 quarters. The position peaked at $579K in Q3 2013. 18 funds tracked by Wall St. Rank hold JMT as of Q3 2014.

  • Doliver Advisors reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q3 2014 after selling out during the quarter.
  • Doliver Advisors sold 9,440 Nuveen Mortgage Opportunity Term Fund 2 shares in Q3 2014, an estimated $237K.
  • Doliver Advisors first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q2 2013 and held it in 4 quarters.
  • Doliver Advisors's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $579K in Q3 2013.
  • 18 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q3 2014.

Based on Doliver Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.