MBT
JGG

Monroe Bank & Trust’s NUVEEN GLOBAL INCOME OPPORTUNITIES FUND JGG Stock Holding History

Monroe Bank & Trust’s Portfolio JGG Stock Details JGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-290
Closed -$4K – 298
2014
Q2 		$4K Hold
290
– – ﹤0.01% 299
2014
Q1 		$3K Hold
290
– – ﹤0.01% 299
2013
Q4 		$3K Hold
290
– – ﹤0.01% 284
2013
Q3 		$3K Buy
+290
New +$3.47K ﹤0.01% 280

Other funds holding JGG

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Monroe Bank & Trust's JGG Position: Q3 2014 in Review

Monroe Bank & Trust sold out of NUVEEN GLOBAL INCOME OPPORTUNITIES FUND (JGG) in Q3 2014, closing a stake of 290 shares — an estimated $4K sold.

Monroe Bank & Trust first reported a position in JGG in Q3 2013 and held it in 4 quarters. The position peaked at $4K in Q2 2014. 24 funds tracked by Wall St. Rank hold JGG as of Q3 2014.

  • Monroe Bank & Trust reported no remaining NUVEEN GLOBAL INCOME OPPORTUNITIES FUND position as of Q3 2014 after selling out during the quarter.
  • Monroe Bank & Trust sold 290 NUVEEN GLOBAL INCOME OPPORTUNITIES FUND shares in Q3 2014, an estimated $4K.
  • Monroe Bank & Trust first reported a position in NUVEEN GLOBAL INCOME OPPORTUNITIES FUND in Q3 2013 and held it in 4 quarters.
  • Monroe Bank & Trust's NUVEEN GLOBAL INCOME OPPORTUNITIES FUND position peaked at $4K in Q2 2014.
  • 24 funds tracked by Wall St. Rank held NUVEEN GLOBAL INCOME OPPORTUNITIES FUND as of Q3 2014.

Based on Monroe Bank & Trust's 13F filing for Q3 2014, filed 12 Nov 2014.