LPL Financial
JMT

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

LPL Financial’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
2016
Q2 		– Sell
-12,756
Closed -$283K – 3110
2016
Q1 		$283K Sell
12,756
-7,780
-38% -$170K ﹤0.01% 2556
2015
Q4 		$458K Buy
20,536
+10,220
+99% +$224K ﹤0.01% 2245
2015
Q3 		$227K Sell
10,316
-795
-7% -$17.4K ﹤0.01% 2424
2015
Q2 		$247K Sell
11,111
-903
-8% -$20.4K ﹤0.01% 2462
2015
Q1 		$273K Sell
12,014
-202
-2% -$4.59K ﹤0.01% 2328
2014
Q4 		$283K Sell
12,216
-2
-0% -$46 ﹤0.01% 2218
2014
Q3 		$282K Sell
12,218
-2,485
-17% -$58.4K ﹤0.01% 2223
2014
Q2 		$350K Sell
14,703
-5,339
-27% -$126K ﹤0.01% 2079
2014
Q1 		$468K Sell
20,042
-11,140
-36% -$260K ﹤0.01% 1788
2013
Q4 		$716K Sell
31,182
-727
-2% -$17.2K ﹤0.01% 1479
2013
Q3 		$745K Sell
31,909
-410
-1% -$9.84K 0.01% 1368
2013
Q2 		$828K Buy
+32,319
New +$898K 0.01% 1237

Other funds holding JMT

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial's JMT Position: Q2 2016 in Review

LPL Financial sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q2 2016, closing a stake of 12,756 shares — an estimated $283K sold.

LPL Financial first reported a position in JMT in Q2 2013 and held it in 12 quarters. The position peaked at $828K in Q2 2013. 20 funds tracked by Wall St. Rank hold JMT as of Q2 2016.

  • LPL Financial reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q2 2016 after selling out during the quarter.
  • LPL Financial sold 12,756 Nuveen Mortgage Opportunity Term Fund 2 shares in Q2 2016, an estimated $283K.
  • LPL Financial first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q2 2013 and held it in 12 quarters.
  • LPL Financial's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $828K in Q2 2013.
  • 20 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q2 2016.

Based on LPL Financial's 13F filing for Q2 2016, filed 15 Aug 2016.