S
JMT

SignatureFD’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

SignatureFD’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
Q4 		– Sell
-3,450
Closed -$75K – 1412
2015
Q3 		$75K Buy
+3,450
New +$75.5K 0.02% 279

Other funds holding JMT

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

SignatureFD's JMT Position: Q4 2015 in Review

SignatureFD sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q4 2015, closing a stake of 3,450 shares — an estimated $75K sold.

SignatureFD first reported a position in JMT in Q3 2015 and held it in 1 quarter. The position peaked at $75K in Q3 2015. 19 funds tracked by Wall St. Rank hold JMT as of Q4 2015.

  • SignatureFD reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q4 2015 after selling out during the quarter.
  • SignatureFD sold 3,450 Nuveen Mortgage Opportunity Term Fund 2 shares in Q4 2015, an estimated $75K.
  • SignatureFD first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q3 2015 and held it in 1 quarter.
  • SignatureFD's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $75K in Q3 2015.
  • 19 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q4 2015.

Based on SignatureFD's 13F filing for Q4 2015, filed 22 Jan 2016.