Ladenburg Thalmann Financial Services’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,843
| Closed | -$63K | – | 5661 |
|
|
2019
Q3 | $63K | Buy |
2,843
+1,121
| +65% | +$25.1K | ﹤0.01% | 3279 |
|
|
2019
Q2 | $39K | Buy |
1,722
+321
| +23% | +$7.22K | ﹤0.01% | 3631 |
|
|
2019
Q1 | $32K | Buy |
1,401
+890
| +174% | +$19.9K | ﹤0.01% | 3723 |
|
|
2018
Q4 | $11K | Buy |
511
+23
| +5% | +$528 | ﹤0.01% | 4253 |
|
|
2018
Q3 | $11K | Buy |
488
+14
| +3% | +$321 | ﹤0.01% | 4260 |
|
|
2018
Q2 | $11K | Hold |
474
| – | – | ﹤0.01% | 4225 |
|
|
2018
Q1 | $11K | Buy |
474
+5
| +1% | +$115 | ﹤0.01% | 4225 |
|
|
2017
Q4 | $11K | Buy |
469
+40
| +9% | +$986 | ﹤0.01% | 4154 |
|
|
2017
Q3 | $11K | Buy |
429
+6
| +1% | +$147 | ﹤0.01% | 4058 |
|
|
2017
Q2 | $10K | Sell |
423
-248
| -37% | -$5.97K | ﹤0.01% | 4038 |
|
|
2017
Q1 | $16K | Hold |
671
| – | – | ﹤0.01% | 3713 |
|
|
2016
Q4 | $16K | Hold |
671
| – | – | ﹤0.01% | 3636 |
|
|
2016
Q3 | $16K | Hold |
671
| – | – | ﹤0.01% | 3547 |
|
|
2016
Q2 | $15K | Sell |
671
-246
| -27% | -$5.42K | ﹤0.01% | 3536 |
|
|
2016
Q1 | $20K | Sell |
917
-295
| -24% | -$6.44K | ﹤0.01% | 3262 |
|
|
2015
Q4 | $27K | Sell |
1,212
-190
| -14% | -$4.17K | ﹤0.01% | 3020 |
|
|
2015
Q3 | $30K | Buy |
1,402
+402
| +40% | +$8.8K | ﹤0.01% | 2828 |
|
|
2015
Q2 | $22K | Sell |
1,000
-500
| -33% | -$11.3K | ﹤0.01% | 3194 |
|
|
2015
Q1 | $34K | Buy |
1,500
+300
| +25% | +$6.82K | ﹤0.01% | 2846 |
|
|
2014
Q4 | $28K | Sell |
1,200
-439
| -27% | -$10K | ﹤0.01% | 2775 |
|
|
2014
Q3 | $38K | Buy |
1,639
+2
| +0.1% | +$47 | ﹤0.01% | 2217 |
|
|
2014
Q2 | $39K | Buy |
1,637
+2
| +0.1% | +$47 | ﹤0.01% | 2207 |
|
|
2014
Q1 | $38K | Buy |
1,635
+2
| +0.1% | +$47 | ﹤0.01% | 2152 |
|
|
2013
Q4 | $38K | Buy |
1,633
+13
| +0.8% | +$308 | ﹤0.01% | 2114 |
|
|
2013
Q3 | $39K | Buy |
1,620
+2
| +0.1% | +$48 | ﹤0.01% | 1984 |
|
|
2013
Q2 | $41K | Buy |
+1,618
| New | +$44.9K | ﹤0.01% | 1863 |
|
Ladenburg Thalmann Financial Services's JMT Position: Q4 2019 in Review
Ladenburg Thalmann Financial Services sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q4 2019, closing a stake of 2,843 shares — an estimated $63K sold.
Ladenburg Thalmann Financial Services first reported a position in JMT in Q2 2013 and held it in 26 quarters. The position peaked at $63K in Q3 2019. 0 funds tracked by Wall St. Rank hold JMT as of Q4 2019.
- Ladenburg Thalmann Financial Services reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q4 2019 after selling out during the quarter.
- Ladenburg Thalmann Financial Services sold 2,843 Nuveen Mortgage Opportunity Term Fund 2 shares in Q4 2019, an estimated $63K.
- Ladenburg Thalmann Financial Services first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q2 2013 and held it in 26 quarters.
- Ladenburg Thalmann Financial Services's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $63K in Q3 2019.
- 0 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q4 2019.
Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.