US Bancorp
JMT

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

US Bancorp’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
Q4 		– Sell
-1,240
Closed -$29K – 3660
2014
Q3 		$29K Hold
1,240
– – ﹤0.01% 2721
2014
Q2 		$30K Hold
1,240
– – ﹤0.01% 2706
2014
Q1 		$29K Hold
1,240
– – ﹤0.01% 2699
2013
Q4 		$28K Hold
1,240
– – ﹤0.01% 2641
2013
Q3 		$30K Hold
1,240
– – ﹤0.01% 2530
2013
Q2 		$32K Buy
+1,240
New +$34.4K ﹤0.01% 2484

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PAM
PT Asset Management Chicago, Illinois $13.7M AUM 9.34% 1-Year Est. Return
RCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

US Bancorp's JMT Position: Q4 2014 in Review

US Bancorp sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q4 2014, closing a stake of 1,240 shares — an estimated $29K sold.

US Bancorp first reported a position in JMT in Q2 2013 and held it in 6 quarters. The position peaked at $32K in Q2 2013. 21 funds tracked by Wall St. Rank hold JMT as of Q4 2014.

  • US Bancorp reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q4 2014 after selling out during the quarter.
  • US Bancorp sold 1,240 Nuveen Mortgage Opportunity Term Fund 2 shares in Q4 2014, an estimated $29K.
  • US Bancorp first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q2 2013 and held it in 6 quarters.
  • US Bancorp's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $32K in Q2 2013.
  • 21 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q4 2014.

Based on US Bancorp's 13F filing for Q4 2014, filed 13 Feb 2015.