PFGIA
JMT

Patriot Financial Group Insurance Agency’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio JMT Stock Details JMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-7,580
Closed -$168K – 1513
2019
Q3 		$168K Buy
7,580
+8
+0.1% +$179 0.08% 235
2019
Q2 		$170K Buy
7,572
+503
+7% +$11.3K 0.07% 217
2019
Q1 		$159K Buy
7,069
+600
+9% +$13.4K 0.08% 195
2018
Q4 		$142K Sell
6,469
-2,209
-25% -$50.7K 0.09% 161
2018
Q3 		$200K Buy
8,678
+4,214
+94% +$96.8K 0.12% 119
2018
Q2 		$101K Buy
4,464
+5
+0.1% +$113 0.11% 115
2018
Q1 		$101K Buy
4,459
+1,152
+35% +$26.5K 0.07% 211
2017
Q4 		$78K Buy
3,307
+1,507
+84% +$37.1K 0.06% 236
2017
Q3 		$44K Buy
1,800
+300
+20% +$7.36K 0.04% 276
2017
Q2 		$37K Hold
1,500
– – 0.04% 298
2017
Q1 		$36K Buy
1,500
+1,300
+650% +$30.4K 0.04% 274
2016
Q4 		$5K Buy
+200
New +$4.61K 0.01% 581

Patriot Financial Group Insurance Agency's JMT Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q4 2019, closing a stake of 7,580 shares — an estimated $168K sold.

Patriot Financial Group Insurance Agency first reported a position in JMT in Q4 2016 and held it in 12 quarters. The position peaked at $200K in Q3 2018. 0 funds tracked by Wall St. Rank hold JMT as of Q4 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q4 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 7,580 Nuveen Mortgage Opportunity Term Fund 2 shares in Q4 2019, an estimated $168K.
  • Patriot Financial Group Insurance Agency first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q4 2016 and held it in 12 quarters.
  • Patriot Financial Group Insurance Agency's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $200K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q4 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.