L.J. Altfest & Co’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

L.J. Altfest & Co’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 Q1	–	Sell	-9,436	Closed	-$209K	–	193
2018 Q4	$209K	Sell	9,436 -1,105	-10%	-$25.4K	0.06%	142
2018 Q3	$242K	Sell	10,541 -847	-7%	-$19.4K	0.07%	154
2018 Q2	$259K	Sell	11,388 -4,867	-30%	-$110K	0.1%	139
2018 Q1	$368K	Sell	16,255 -8,369	-34%	-$192K	0.16%	116
2017 Q4	$585K	Sell	24,624 -1,987	-7%	-$49K	0.22%	99
2017 Q3	$653K	Sell	26,611 -2,616	-9%	-$64.2K	0.32%	81
2017 Q2	$718K	Sell	29,227 -1,618	-5%	-$39K	0.43%	71
2017 Q1	$733K	Sell	30,845 -354	-1%	-$8.29K	0.29%	67
2016 Q4	$723K	Sell	31,199 -321	-1%	-$7.39K	0.36%	67
2016 Q3	$748K	Buy	31,520 +18	+0.1%	+$415	0.5%	62
2016 Q2	$703K	Buy	+31,502	New	+$694K	0.49%	65

Other funds holding JMT

IWC

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 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

RVPG

Relative Value Partners Group $772M AUM 15.6% 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

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

WMA

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

L.J. Altfest & Co's JMT Position: Q1 2019 in Review

L.J. Altfest & Co sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q1 2019, closing a stake of 9,436 shares — an estimated $209K sold.

L.J. Altfest & Co first reported a position in JMT in Q2 2016 and held it in 11 quarters. The position peaked at $748K in Q3 2016. 23 funds tracked by Wall St. Rank hold JMT as of Q1 2019.

L.J. Altfest & Co reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q1 2019 after selling out during the quarter.
L.J. Altfest & Co sold 9,436 Nuveen Mortgage Opportunity Term Fund 2 shares in Q1 2019, an estimated $209K.
L.J. Altfest & Co first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q2 2016 and held it in 11 quarters.
L.J. Altfest & Co's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $748K in Q3 2016.
23 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q1 2019.

Based on L.J. Altfest & Co's 13F filing for Q1 2019, filed 5 Apr 2019.