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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-23,000
Closed -$532K – 104
2013
Q4 		$532K Buy
23,000
+14,287
+164% +$338K 0.23% 52
2013
Q3 		$209K Buy
+8,713
New +$209K 0.11% 50

Other funds holding JMT

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 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

Merriman Wealth Management's JMT Position: Q1 2014 in Review

Merriman Wealth Management sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q1 2014, closing a stake of 23,000 shares — an estimated $532K sold.

Merriman Wealth Management first reported a position in JMT in Q3 2013 and held it in 2 quarters. The position peaked at $532K in Q4 2013. 22 funds tracked by Wall St. Rank hold JMT as of Q1 2014.

  • Merriman Wealth Management reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q1 2014 after selling out during the quarter.
  • Merriman Wealth Management sold 23,000 Nuveen Mortgage Opportunity Term Fund 2 shares in Q1 2014, an estimated $532K.
  • Merriman Wealth Management first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q3 2013 and held it in 2 quarters.
  • Merriman Wealth Management's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $532K in Q4 2013.
  • 22 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q1 2014.

Based on Merriman Wealth Management's 13F filing for Q1 2014, filed 14 May 2014.