Optimum Investment Advisors’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
2015
Q1
Sell
-13
Closed 1033
2014
Q4
$0 Sell
13
-80,223
-100% -$864K ﹤0.01% 1057
2014
Q3
$856K Sell
80,236
-2,030
-2% -$22.7K 0.28% 96
2014
Q2
$924K Buy
82,266
+3,591
+5% +$39.3K 0.3% 91
2014
Q1
$825K Buy
78,675
+330
+0.4% +$3.34K 0.31% 93
2013
Q4
$790K Hold
78,345
0.3% 95
2013
Q3
$821K Buy
+78,345
New +$848K 0.34% 80

Optimum Investment Advisors's JGT Position: Q1 2015 in Review

Optimum Investment Advisors sold out of NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) (JGT) in Q1 2015, closing a stake of 13 shares.

Optimum Investment Advisors first reported a position in JGT in Q3 2013 and held it in 6 quarters. The position peaked at $924K in Q2 2014. 0 funds tracked by Wall St. Rank hold JGT as of Q1 2015.

  • Optimum Investment Advisors reported no remaining NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position as of Q1 2015 after selling out during the quarter.
  • Optimum Investment Advisors sold 13 NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) shares in Q1 2015.
  • Optimum Investment Advisors first reported a position in NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) in Q3 2013 and held it in 6 quarters.
  • Optimum Investment Advisors's NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position peaked at $924K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.