FMW
JMT

Farr Miller & Washington’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Farr Miller & Washington’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
2017
Q4 		– Sell
-13,600
Closed -$334K – 161
2017
Q3 		$334K Hold
13,600
– – 0.03% 120
2017
Q2 		$334K Hold
13,600
– – 0.03% 117
2017
Q1 		$323K Buy
+13,600
New +$318K 0.03% 103

Other funds holding JMT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Farr Miller & Washington's JMT Position: Q4 2017 in Review

Farr Miller & Washington sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q4 2017, closing a stake of 13,600 shares — an estimated $334K sold.

Farr Miller & Washington first reported a position in JMT in Q1 2017 and held it in 3 quarters. The position peaked at $334K in Q3 2017. 17 funds tracked by Wall St. Rank hold JMT as of Q4 2017.

  • Farr Miller & Washington reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q4 2017 after selling out during the quarter.
  • Farr Miller & Washington sold 13,600 Nuveen Mortgage Opportunity Term Fund 2 shares in Q4 2017, an estimated $334K.
  • Farr Miller & Washington first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q1 2017 and held it in 3 quarters.
  • Farr Miller & Washington's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $334K in Q3 2017.
  • 17 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q4 2017.

Based on Farr Miller & Washington's 13F filing for Q4 2017, filed 13 Feb 2018.