LPL Financial
JGT

LPL Financial’s NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) JGT Stock Holding History

LPL Financial’s Portfolio JGT Stock Details JGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-70,079
Closed -$754K – 2874
2014
Q3 		$754K Sell
70,079
-14,419
-17% -$161K ﹤0.01% 1479
2014
Q2 		$949K Sell
84,498
-15,247
-15% -$167K 0.01% 1363
2014
Q1 		$1.05M Sell
99,745
-28,025
-22% -$284K 0.01% 1235
2013
Q4 		$1.29M Sell
127,770
-29,585
-19% -$310K 0.01% 1084
2013
Q3 		$1.68M Sell
157,355
-38,502
-20% -$417K 0.01% 881
2013
Q2 		$2.2M Buy
+195,857
New +$2.44M 0.02% 680

LPL Financial's JGT Position: Q4 2014 in Review

LPL Financial sold out of NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) (JGT) in Q4 2014, closing a stake of 70,079 shares — an estimated $754K sold.

LPL Financial first reported a position in JGT in Q2 2013 and held it in 6 quarters. The position peaked at $2.2M in Q2 2013. 1 fund tracked by Wall St. Rank holds JGT as of Q4 2014.

  • LPL Financial reported no remaining NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position as of Q4 2014 after selling out during the quarter.
  • LPL Financial sold 70,079 NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) shares in Q4 2014, an estimated $754K.
  • LPL Financial first reported a position in NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) in Q2 2013 and held it in 6 quarters.
  • LPL Financial's NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position peaked at $2.2M in Q2 2013.
  • 1 fund tracked by Wall St. Rank held NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) as of Q4 2014.

Based on LPL Financial's 13F filing for Q4 2014, filed 13 Feb 2015.