Fiduciary Trust International’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Fiduciary Trust International’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
2019 Q3	–	Sell	-18,030	Closed	-$405K	–	138
2019 Q2	$405K	Hold	18,030	–	–	0.09%	97
2019 Q1	$408K	Hold	18,030	–	–	0.1%	72
2018 Q4	$400K	Hold	18,030	–	–	0.12%	73
2018 Q3	$415K	Hold	18,030	–	–	0.12%	76
2018 Q2	$409K	Hold	18,030	–	–	0.12%	73
2018 Q1	$408K	Buy	18,030 +5,000	+38%	+$115K	0.1%	75
2017 Q4	$309K	Buy	13,030 +4,000	+44%	+$98.6K	0.08%	78
2017 Q3	$222K	Hold	9,030	–	–	0.06%	96
2017 Q2	$222K	Buy	+9,030	New	+$217K	0.06%	87

Other funds holding JMT

RVPG

Relative Value Partners Group $772M AUM 15.6% 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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Fiduciary Trust International's JMT Position: Q3 2019 in Review

Fiduciary Trust International sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q3 2019, closing a stake of 18,030 shares — an estimated $405K sold.

Fiduciary Trust International first reported a position in JMT in Q2 2017 and held it in 9 quarters. The position peaked at $415K in Q3 2018. 20 funds tracked by Wall St. Rank hold JMT as of Q3 2019.

Fiduciary Trust International reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q3 2019 after selling out during the quarter.
Fiduciary Trust International sold 18,030 Nuveen Mortgage Opportunity Term Fund 2 shares in Q3 2019, an estimated $405K.
Fiduciary Trust International first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q2 2017 and held it in 9 quarters.
Fiduciary Trust International's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $415K in Q3 2018.
20 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q3 2019.

Based on Fiduciary Trust International's 13F filing for Q3 2019, filed 12 Nov 2019.