UBS Group’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 |
-12,608
| Closed | -$280K | – | 8709 |
|
|
2019
Q3 | $280K | Sell |
12,608
-2,897
| -19% | -$64.8K | ﹤0.01% | 4998 |
|
|
2019
Q2 | $348K | Buy |
15,505
+1,584
| +11% | +$35.6K | ﹤0.01% | 4543 |
|
|
2019
Q1 | $313K | Sell |
13,921
-3,192
| -19% | -$71.4K | ﹤0.01% | 4352 |
|
|
2018
Q4 | $380K | Buy |
17,113
+3,257
| +24% | +$74.7K | ﹤0.01% | 4470 |
|
|
2018
Q3 | $319K | Sell |
13,856
-682
| -5% | -$15.7K | ﹤0.01% | 4719 |
|
|
2018
Q2 | $330K | Sell |
14,538
-400
| -3% | -$9.05K | ﹤0.01% | 4621 |
|
|
2018
Q1 | $338K | Buy |
14,938
+1,518
| +11% | +$34.9K | ﹤0.01% | 4459 |
|
|
2017
Q4 | $319K | Hold |
13,420
| – | – | ﹤0.01% | 4601 |
|
|
2017
Q3 | $329K | Sell |
13,420
-1,518
| -10% | -$37.2K | ﹤0.01% | 4517 |
|
|
2017
Q2 | $367K | Buy |
14,938
+1,883
| +14% | +$45.3K | ﹤0.01% | 4346 |
|
|
2017
Q1 | $310K | Sell |
13,055
-1,573
| -11% | -$36.8K | ﹤0.01% | 4370 |
|
|
2016
Q4 | $339K | Sell |
14,628
-420
| -3% | -$9.67K | ﹤0.01% | 4403 |
|
|
2016
Q3 | $357K | Buy |
15,048
+5,451
| +57% | +$126K | ﹤0.01% | 4147 |
|
|
2016
Q2 | $214K | Sell |
9,597
-4,678
| -33% | -$103K | ﹤0.01% | 4505 |
|
|
2016
Q1 | $310K | Sell |
14,275
-1,328
| -9% | -$29K | ﹤0.01% | 4164 |
|
|
2015
Q4 | $348K | Buy |
15,603
+3,360
| +27% | +$73.8K | ﹤0.01% | 4231 |
|
|
2015
Q3 | $266K | Sell |
12,243
-3,159
| -21% | -$69.1K | ﹤0.01% | 4411 |
|
|
2015
Q2 | $340K | Buy |
15,402
+13,144
| +582% | +$296K | ﹤0.01% | 4420 |
|
|
2015
Q1 | $51K | Sell |
2,258
-4,771
| -68% | -$108K | ﹤0.01% | 6032 |
|
|
2014
Q4 | $163K | Buy |
+7,029
| New | +$160K | ﹤0.01% | 5241 |
|
UBS Group's JMT Position: Q4 2019 in Review
UBS Group sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q4 2019, closing a stake of 12,608 shares — an estimated $280K sold.
UBS Group first reported a position in JMT in Q4 2014 and held it in 20 quarters. The position peaked at $380K in Q4 2018. 0 funds tracked by Wall St. Rank hold JMT as of Q4 2019.
- UBS Group reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q4 2019 after selling out during the quarter.
- UBS Group sold 12,608 Nuveen Mortgage Opportunity Term Fund 2 shares in Q4 2019, an estimated $280K.
- UBS Group first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q4 2014 and held it in 20 quarters.
- UBS Group's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $380K in Q4 2018.
- 0 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q4 2019.
Based on UBS Group's 13F filing for Q4 2019, filed 14 Feb 2020.