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

IFP 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
2018 Q4	–	Sell	-890	Closed	-$20K	–	4028
2018 Q3	$20K	Hold	890	–	–	﹤0.01%	2466
2018 Q2	$20K	Hold	890	–	–	﹤0.01%	2486
2018 Q1	$21K	Hold	890	–	–	﹤0.01%	2374
2017 Q4	$21K	Hold	890	–	–	﹤0.01%	2410
2017 Q3	$22K	Hold	890	–	–	﹤0.01%	2544
2017 Q2	$22K	Sell	890 -900	-50%	-$21.7K	﹤0.01%	2541
2017 Q1	$43K	Sell	1,790 -620	-26%	-$14.5K	﹤0.01%	2024
2016 Q4	$56K	Hold	2,410	–	–	﹤0.01%	1823
2016 Q3	$57K	Sell	2,410 -50	-2%	-$1.15K	﹤0.01%	1735
2016 Q2	$55K	Buy	+2,460	New	+$54.2K	﹤0.01%	1717
2016 Q1	–	Sell	-2,460	Closed	-$55K	–	3803
2015 Q4	$55K	Buy	+2,460	New	+$54K	﹤0.01%	1562

Other funds holding JMT

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

IWC

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

RVPG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

WMA

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

FTI

Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return

IFP Advisors's JMT Position: Q4 2018 in Review

IFP Advisors sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q4 2018, closing a stake of 890 shares — an estimated $20K sold.

IFP Advisors first reported a position in JMT in Q4 2015 and held it in 11 quarters. The position peaked at $57K in Q3 2016. 19 funds tracked by Wall St. Rank hold JMT as of Q4 2018.

IFP Advisors reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q4 2018 after selling out during the quarter.
IFP Advisors sold 890 Nuveen Mortgage Opportunity Term Fund 2 shares in Q4 2018, an estimated $20K.
IFP Advisors first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q4 2015 and held it in 11 quarters.
IFP Advisors's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $57K in Q3 2016.
19 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.