IWC
JMT

Integrated Wealth Concepts’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-15,826
Closed -$351K – 498
2019
Q3 		$351K Sell
15,826
-485,148
-97% -$10.9M 0.04% 275
2019
Q2 		$11M Buy
500,974
+73,722
+17% +$1.66M 1.44% 20
2019
Q1 		$9.61M Buy
427,252
+158,076
+59% +$3.53M 1.63% 16
2018
Q4 		$5.97M Buy
269,176
+138,716
+106% +$3.18M 1.62% 15
2018
Q3 		$3.04M Buy
130,460
+80,370
+160% +$1.85M 0.92% 27
2018
Q2 		$1.13M Buy
+50,090
New +$1.13M 0.39% 64

Integrated Wealth Concepts's JMT Position: Q4 2019 in Review

Integrated Wealth Concepts sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q4 2019, closing a stake of 15,826 shares — an estimated $351K sold.

Integrated Wealth Concepts first reported a position in JMT in Q2 2018 and held it in 6 quarters. The position peaked at $11M in Q2 2019. 0 funds tracked by Wall St. Rank hold JMT as of Q4 2019.

  • Integrated Wealth Concepts reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q4 2019 after selling out during the quarter.
  • Integrated Wealth Concepts sold 15,826 Nuveen Mortgage Opportunity Term Fund 2 shares in Q4 2019, an estimated $351K.
  • Integrated Wealth Concepts first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q2 2018 and held it in 6 quarters.
  • Integrated Wealth Concepts's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $11M in Q2 2019.
  • 0 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q4 2019.

Based on Integrated Wealth Concepts's 13F filing for Q4 2019, filed 20 Feb 2020.