Morgan Stanley’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-34,850
| Closed | -$773K | – | 6910 |
|
|
2019
Q3 | $773K | Sell |
34,850
-50,305
| -59% | -$1.13M | ﹤0.01% | 4443 |
|
|
2019
Q2 | $1.92M | Buy |
85,155
+1,457
| +2% | +$32.8K | ﹤0.01% | 3802 |
|
|
2019
Q1 | $1.88M | Buy |
83,698
+1,444
| +2% | +$32.3K | ﹤0.01% | 3640 |
|
|
2018
Q4 | $1.82M | Sell |
82,254
-6,816
| -8% | -$156K | ﹤0.01% | 3845 |
|
|
2018
Q3 | $2.05M | Buy |
89,070
+433
| +0.5% | +$9.94K | ﹤0.01% | 3977 |
|
|
2018
Q2 | $2.01M | Sell |
88,637
-14,209
| -14% | -$322K | ﹤0.01% | 4076 |
|
|
2018
Q1 | $2.33M | Buy |
102,846
+408
| +0.4% | +$9.38K | ﹤0.01% | 3855 |
|
|
2017
Q4 | $2.43M | Buy |
102,438
+3,375
| +3% | +$83.2K | ﹤0.01% | 3861 |
|
|
2017
Q3 | $2.43M | Buy |
99,063
+9,490
| +11% | +$233K | ﹤0.01% | 3693 |
|
|
2017
Q2 | $2.2M | Buy |
89,573
+3,922
| +5% | +$94.4K | ﹤0.01% | 3714 |
|
|
2017
Q1 | $2.03M | Buy |
85,651
+1,830
| +2% | +$42.8K | ﹤0.01% | 3792 |
|
|
2016
Q4 | $1.94M | Sell |
83,821
-3,054
| -4% | -$70.3K | ﹤0.01% | 3954 |
|
|
2016
Q3 | $2.06M | Sell |
86,875
-3,849
| -4% | -$88.6K | ﹤0.01% | 3484 |
|
|
2016
Q2 | $2.02M | Buy |
90,724
+2,098
| +2% | +$46.2K | ﹤0.01% | 3413 |
|
|
2016
Q1 | $1.92M | Sell |
88,626
-3,832
| -4% | -$83.6K | ﹤0.01% | 3388 |
|
|
2015
Q4 | $2.06M | Sell |
92,458
-20,737
| -18% | -$455K | ﹤0.01% | 3460 |
|
|
2015
Q3 | $2.46M | Sell |
113,195
-4,857
| -4% | -$106K | ﹤0.01% | 3321 |
|
|
2015
Q2 | $2.61M | Sell |
118,052
-7,705
| -6% | -$174K | ﹤0.01% | 3381 |
|
|
2015
Q1 | $2.85M | Buy |
125,757
+1,378
| +1% | +$31.3K | ﹤0.01% | 3252 |
|
|
2014
Q4 | $2.88M | Sell |
124,379
-17,359
| -12% | -$396K | ﹤0.01% | 3232 |
|
|
2014
Q3 | $3.3M | Buy |
141,738
+3,797
| +3% | +$89.2K | ﹤0.01% | 3018 |
|
|
2014
Q2 | $3.28M | Sell |
137,941
-1,770
| -1% | -$41.7K | ﹤0.01% | 3061 |
|
|
2014
Q1 | $3.26M | Sell |
139,711
-43,190
| -24% | -$1.01M | ﹤0.01% | 2997 |
|
|
2013
Q4 | $4.2M | Buy |
182,901
+10,203
| +6% | +$241K | ﹤0.01% | 2732 |
|
|
2013
Q3 | $4.15M | Sell |
172,698
-40,149
| -19% | -$964K | ﹤0.01% | 2610 |
|
|
2013
Q2 | $5.46M | Buy |
+212,847
| New | +$5.91M | ﹤0.01% | 2245 |
|
Morgan Stanley's JMT Position: Q4 2019 in Review
Morgan Stanley sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q4 2019, closing a stake of 34,850 shares — an estimated $773K sold.
Morgan Stanley first reported a position in JMT in Q2 2013 and held it in 26 quarters. The position peaked at $5.46M in Q2 2013. 0 funds tracked by Wall St. Rank hold JMT as of Q4 2019.
- Morgan Stanley reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q4 2019 after selling out during the quarter.
- Morgan Stanley sold 34,850 Nuveen Mortgage Opportunity Term Fund 2 shares in Q4 2019, an estimated $773K.
- Morgan Stanley first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q2 2013 and held it in 26 quarters.
- Morgan Stanley's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $5.46M in Q2 2013.
- 0 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q4 2019.
Based on Morgan Stanley's 13F filing for Q4 2019, filed 14 Feb 2020.