RIA
JGT

Regal Investment Advisors’s NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) JGT Stock Holding History

Regal Investment Advisors’s Portfolio JGT Stock Details JGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,200
Closed -$13K – 1024
2013
Q3 		$13K Hold
1,200
– – 0.01% 563
2013
Q2 		$14K Buy
+1,200
New +$14.9K 0.01% 529

Other funds holding JGT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Regal Investment Advisors's JGT Position: Q4 2013 in Review

Regal Investment Advisors sold out of NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) (JGT) in Q4 2013, closing a stake of 1,200 shares — an estimated $13K sold.

Regal Investment Advisors first reported a position in JGT in Q2 2013 and held it in 2 quarters. The position peaked at $14K in Q2 2013. 60 funds tracked by Wall St. Rank hold JGT as of Q4 2013.

  • Regal Investment Advisors reported no remaining NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 1,200 NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) shares in Q4 2013, an estimated $13K.
  • Regal Investment Advisors first reported a position in NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position peaked at $14K in Q2 2013.
  • 60 funds tracked by Wall St. Rank held NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.