Moloney Securities Asset Management’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Moloney Securities Asset 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
2017 Q4	–	Sell	-20,567	Closed	-$505K	–	295
2017 Q3	$505K	Buy	20,567 +1,178	+6%	+$28.9K	0.22%	133
2017 Q2	$477K	Buy	19,389 +1,233	+7%	+$29.7K	0.24%	133
2017 Q1	$431K	Sell	18,156 -3,232	-15%	-$75.7K	0.22%	140
2016 Q4	$495K	Buy	+21,388	New	+$493K	0.3%	110

Other funds holding JMT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Moloney Securities Asset Management's JMT Position: Q4 2017 in Review

Moloney Securities Asset Management sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q4 2017, closing a stake of 20,567 shares — an estimated $505K sold.

Moloney Securities Asset Management first reported a position in JMT in Q4 2016 and held it in 4 quarters. The position peaked at $505K in Q3 2017. 17 funds tracked by Wall St. Rank hold JMT as of Q4 2017.

Moloney Securities Asset Management reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q4 2017 after selling out during the quarter.
Moloney Securities Asset Management sold 20,567 Nuveen Mortgage Opportunity Term Fund 2 shares in Q4 2017, an estimated $505K.
Moloney Securities Asset Management first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q4 2016 and held it in 4 quarters.
Moloney Securities Asset Management's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $505K in Q3 2017.
17 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q4 2017.

Based on Moloney Securities Asset Management's 13F filing for Q4 2017, filed 25 Jan 2018.