Northwestern Mutual Wealth Management’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
-529
Closed -$12K 2754
2019
Q3
$12K Hold
529
﹤0.01% 1891
2019
Q2
$12K Hold
529
﹤0.01% 1914
2019
Q1
$12K Hold
529
﹤0.01% 1909
2018
Q4
$12K Hold
529
﹤0.01% 1781
2018
Q3
$12K Hold
529
﹤0.01% 1884
2018
Q2
$12K Buy
+529
New +$12K ﹤0.01% 1795

Northwestern Mutual Wealth Management's JMT Position: Q4 2019 in Review

Northwestern Mutual Wealth Management sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q4 2019, closing a stake of 529 shares — an estimated $12K sold.

Northwestern Mutual Wealth Management first reported a position in JMT in Q2 2018 and held it in 6 quarters. The position peaked at $12K in Q3 2019. 0 funds tracked by Wall St. Rank hold JMT as of Q4 2019.

  • Northwestern Mutual Wealth Management reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q4 2019 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 529 Nuveen Mortgage Opportunity Term Fund 2 shares in Q4 2019, an estimated $12K.
  • Northwestern Mutual Wealth Management first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q2 2018 and held it in 6 quarters.
  • Northwestern Mutual Wealth Management's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $12K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q4 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.