Karpas Strategies’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
-12,750
Closed -$136K 125
2014
Q3
$136K Hold
12,750
0.07% 116
2014
Q2
$143K Hold
12,750
0.07% 116
2014
Q1
$134K Hold
12,750
0.07% 110
2013
Q4
$129K Hold
12,750
0.07% 102
2013
Q3
$134K Hold
12,750
0.08% 105
2013
Q2
$143K Buy
+12,750
New +$159K 0.09% 101

Karpas Strategies's JGT Position: Q4 2014 in Review

Karpas Strategies sold out of NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) (JGT) in Q4 2014, closing a stake of 12,750 shares — an estimated $136K sold.

Karpas Strategies first reported a position in JGT in Q2 2013 and held it in 6 quarters. The position peaked at $143K in Q2 2014. 1 fund tracked by Wall St. Rank holds JGT as of Q4 2014.

  • Karpas Strategies reported no remaining NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position as of Q4 2014 after selling out during the quarter.
  • Karpas Strategies sold 12,750 NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) shares in Q4 2014, an estimated $136K.
  • Karpas Strategies first reported a position in NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) in Q2 2013 and held it in 6 quarters.
  • Karpas Strategies's NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position peaked at $143K in Q2 2014.
  • 1 fund tracked by Wall St. Rank held NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) as of Q4 2014.

Based on Karpas Strategies's 13F filing for Q4 2014, filed 4 Feb 2015.