MSI Financial Services’s NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) JGT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-101,587
Closed -$1.08M 2928
2014
Q3
$1.08M Buy
101,587
+69,390
+216% +$776K 0.13% 189
2014
Q2
$362K Sell
32,197
-9,527
-23% -$104K 0.05% 402
2014
Q1
$438K Sell
41,724
-1,912
-4% -$19.4K 0.06% 336
2013
Q4
$440K Sell
43,636
-6,893
-14% -$72.2K 0.07% 315
2013
Q3
$530K Buy
50,529
+8,966
+22% +$97K 0.09% 252
2013
Q2
$466K Buy
+41,563
New +$517K 0.09% 249

MSI Financial Services's JGT Position: Q4 2014 in Review

MSI Financial Services sold out of NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) (JGT) in Q4 2014, closing a stake of 101,587 shares — an estimated $1.08M sold.

MSI Financial Services first reported a position in JGT in Q2 2013 and held it in 6 quarters. The position peaked at $1.08M in Q3 2014. 1 fund tracked by Wall St. Rank holds JGT as of Q4 2014.

  • MSI Financial Services reported no remaining NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position as of Q4 2014 after selling out during the quarter.
  • MSI Financial Services sold 101,587 NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) shares in Q4 2014, an estimated $1.08M.
  • MSI Financial Services first reported a position in NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) in Q2 2013 and held it in 6 quarters.
  • MSI Financial Services's NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position peaked at $1.08M in Q3 2014.
  • 1 fund tracked by Wall St. Rank held NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) as of Q4 2014.

Based on MSI Financial Services's 13F filing for Q4 2014, filed 26 Jan 2015.