Saba Capital Management’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Saba Capital Management’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
2015 Q1	–	Sell	-31,545	Closed	-$731K	–	161
2014 Q4	$731K	Sell	31,545 -31,967	-50%	-$729K	0.06%	126
2014 Q3	$1.48M	Sell	63,512 -22	-0%	-$517	0.08%	135
2014 Q2	$1.51M	Buy	63,534 +10,500	+20%	+$247K	0.08%	143
2014 Q1	$1.24M	Hold	53,034	–	–	0.07%	154
2013 Q4	$1.22M	Buy	+53,034	New	+$1.25M	0.07%	144

Other funds holding JMT

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAM

PT Asset Management Chicago, Illinois $13.7M AUM 9.34% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

Saba Capital Management's JMT Position: Q1 2015 in Review

Saba Capital Management sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q1 2015, closing a stake of 31,545 shares — an estimated $731K sold.

Saba Capital Management first reported a position in JMT in Q4 2013 and held it in 5 quarters. The position peaked at $1.51M in Q2 2014. 20 funds tracked by Wall St. Rank hold JMT as of Q1 2015.

Saba Capital Management reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q1 2015 after selling out during the quarter.
Saba Capital Management sold 31,545 Nuveen Mortgage Opportunity Term Fund 2 shares in Q1 2015, an estimated $731K.
Saba Capital Management first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q4 2013 and held it in 5 quarters.
Saba Capital Management's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $1.51M in Q2 2014.
20 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q1 2015.

Based on Saba Capital Management's 13F filing for Q1 2015, filed 15 May 2015.