Next Financial Group’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
-2,015
Closed -$21K 2653
2014
Q3
$21K Buy
+2,015
New +$22.5K ﹤0.01% 1401

Next Financial Group's JGT Position: Q4 2014 in Review

Next Financial Group sold out of NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) (JGT) in Q4 2014, closing a stake of 2,015 shares — an estimated $21K sold.

Next Financial Group first reported a position in JGT in Q3 2014 and held it in 1 quarter. The position peaked at $21K in Q3 2014. 1 fund tracked by Wall St. Rank holds JGT as of Q4 2014.

  • Next Financial Group reported no remaining NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 2,015 NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) shares in Q4 2014, an estimated $21K.
  • Next Financial Group first reported a position in NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position peaked at $21K in Q3 2014.
  • 1 fund tracked by Wall St. Rank held NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.