Gould Asset Management’s NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) JGT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-30,695
Closed -$327K 115
2014
Q3
$327K Sell
30,695
-350
-1% -$3.92K 0.16% 68
2014
Q2
$349K Buy
31,045
+4,525
+17% +$49.5K 0.17% 63
2014
Q1
$278K Buy
26,520
+5,660
+27% +$57.3K 0.15% 72
2013
Q4
$210K Buy
20,860
+7,780
+59% +$81.5K 0.12% 79
2013
Q3
$137K Buy
13,080
+575
+5% +$6.22K 0.09% 78
2013
Q2
$140K Buy
+12,505
New +$156K 0.09% 73

Gould Asset Management's JGT Position: Q4 2014 in Review

Gould Asset Management sold out of NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) (JGT) in Q4 2014, closing a stake of 30,695 shares — an estimated $327K sold.

Gould Asset Management first reported a position in JGT in Q2 2013 and held it in 6 quarters. The position peaked at $349K in Q2 2014. 1 fund tracked by Wall St. Rank holds JGT as of Q4 2014.

  • Gould Asset Management reported no remaining NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position as of Q4 2014 after selling out during the quarter.
  • Gould Asset Management sold 30,695 NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) shares in Q4 2014, an estimated $327K.
  • Gould Asset Management first reported a position in NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) in Q2 2013 and held it in 6 quarters.
  • Gould Asset Management's NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position peaked at $349K in Q2 2014.
  • 1 fund tracked by Wall St. Rank held NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) as of Q4 2014.

Based on Gould Asset Management's 13F filing for Q4 2014, filed 12 Feb 2015.