UAS
JGT

United Asset Strategies’s NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) JGT Stock Holding History

United Asset Strategies’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
2014
Q4 		– Sell
-43,221
Closed -$461K – 150
2014
Q3 		$461K Sell
43,221
-73,898
-63% -$827K 0.21% 86
2014
Q2 		$1.31M Buy
+117,119
New +$1.28M 0.64% 58
2014
Q1 		– Sell
-71,577
Closed -$722K – 134
2013
Q4 		$722K Sell
71,577
-15,356
-18% -$161K 0.5% 51
2013
Q3 		$911K Buy
86,933
+8,811
+11% +$95.3K 0.58% 58
2013
Q2 		$876K Buy
+78,122
New +$973K 0.58% 57

United Asset Strategies's JGT Position: Q4 2014 in Review

United Asset Strategies sold out of NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) (JGT) in Q4 2014, closing a stake of 43,221 shares — an estimated $461K sold.

United Asset Strategies first reported a position in JGT in Q2 2013 and held it in 5 quarters. The position peaked at $1.31M in Q2 2014. 1 fund tracked by Wall St. Rank holds JGT as of Q4 2014.

  • United Asset Strategies reported no remaining NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position as of Q4 2014 after selling out during the quarter.
  • United Asset Strategies sold 43,221 NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) shares in Q4 2014, an estimated $461K.
  • United Asset Strategies first reported a position in NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) in Q2 2013 and held it in 5 quarters.
  • United Asset Strategies's NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position peaked at $1.31M in Q2 2014.
  • 1 fund tracked by Wall St. Rank held NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) as of Q4 2014.

Based on United Asset Strategies's 13F filing for Q4 2014, filed 17 Feb 2015.