U
JMT

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

UBS’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
2014
Q3 		$159K Buy
6,819
+124
+2% +$2.91K ﹤0.01% 5441
2014
Q2 		$159K Sell
6,695
-4,312
-39% -$102K ﹤0.01% 5399
2014
Q1 		$257K Sell
11,007
-29,455
-73% -$688K ﹤0.01% 4932
2013
Q4 		$929K Sell
40,462
-238
-0.6% -$5.63K ﹤0.01% 3624
2013
Q3 		$977K Buy
40,700
+4,237
+12% +$102K ﹤0.01% 3363
2013
Q2 		$935K Buy
+36,463
New +$1.01M ﹤0.01% 3421

Other funds holding JMT

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
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

UBS's JMT Position: Q3 2014 in Review

UBS increased its Nuveen Mortgage Opportunity Term Fund 2 (JMT) stake by 1.9% in Q3 2014, buying an estimated $2.91K and bringing the position to 6,819 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #5441.

UBS first reported a position in JMT in Q2 2013 and has held it in 6 quarters since. The position peaked at $977K in Q3 2013. 18 funds tracked by Wall St. Rank hold JMT as of Q3 2014.

  • UBS held 6,819 shares of Nuveen Mortgage Opportunity Term Fund 2 worth $159K as of Q3 2014.
  • UBS bought 124 Nuveen Mortgage Opportunity Term Fund 2 shares in Q3 2014, an estimated $2.91K.
  • Nuveen Mortgage Opportunity Term Fund 2 made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5441 holding.
  • UBS first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q2 2013 and has held it in 6 quarters since.
  • UBS's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $977K in Q3 2013.
  • 18 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.