LFR
JMT

Lehman Financial Resources’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-7
Closed – – 405
2015
Q3 		$0 Hold
7
– – ﹤0.01% 500
2015
Q2 		$0 Hold
7
– – ﹤0.01% 453
2015
Q1 		$0 Hold
7
– – ﹤0.01% 444
2014
Q4 		$0 Hold
7
– – ﹤0.01% 440
2014
Q3 		$0 Hold
7
– – ﹤0.01% 436
2014
Q2 		$0 Hold
7
– – ﹤0.01% 420
2014
Q1 		$0 Hold
7
– – ﹤0.01% 418
2013
Q4 		$0 Hold
7
– – ﹤0.01% 405
2013
Q3 		$0 Hold
7
– – ﹤0.01% 393
2013
Q2 		$0 Buy
+7
New +$194 ﹤0.01% 358

Other funds holding JMT

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Lehman Financial Resources's JMT Position: Q4 2015 in Review

Lehman Financial Resources sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q4 2015, closing a stake of 7 shares.

Lehman Financial Resources first reported a position in JMT in Q2 2013 and held it in 10 quarters. The position peaked at $0 in Q3 2015. 19 funds tracked by Wall St. Rank hold JMT as of Q4 2015.

  • Lehman Financial Resources reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 7 Nuveen Mortgage Opportunity Term Fund 2 shares in Q4 2015.
  • Lehman Financial Resources first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $0 in Q3 2015.
  • 19 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.