MWM
JMT

Merriman Wealth Management’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Merriman Wealth Management’s Portfolio JMT Stock Details JMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-23,000
Closed -$532K – 101
2013
Q4 		$532K Buy
23,000
+14,287
+164% +$330K 0.23% 52
2013
Q3 		$209K Buy
+8,713
New +$209K 0.11% 50