Pathstone Family Office’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
-588
Closed -$13K 679
2019
Q3
$13K Buy
+588
New +$13.2K ﹤0.01% 454

Pathstone Family Office's JMT Position: Q4 2019 in Review

Pathstone Family Office sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q4 2019, closing a stake of 588 shares — an estimated $13K sold.

Pathstone Family Office first reported a position in JMT in Q3 2019 and held it in 1 quarter. The position peaked at $13K in Q3 2019. 0 funds tracked by Wall St. Rank hold JMT as of Q4 2019.

  • Pathstone Family Office reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q4 2019 after selling out during the quarter.
  • Pathstone Family Office sold 588 Nuveen Mortgage Opportunity Term Fund 2 shares in Q4 2019, an estimated $13K.
  • Pathstone Family Office first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q3 2019 and held it in 1 quarter.
  • Pathstone Family Office's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $13K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q4 2019.

Based on Pathstone Family Office's 13F filing for Q4 2019, filed 14 Feb 2020.