Wealth Management Associates’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Wealth Management Associates’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
2019 Q3	–	Sell	-30,859	Closed	-$694K	–	148
2019 Q2	$694K	Buy	30,859 +1,035	+3%	+$23.3K	0.69%	34
2019 Q1	$671K	Sell	29,824 -618	-2%	-$13.8K	0.73%	31
2018 Q4	$675K	Buy	+30,442	New	+$699K	0.91%	29

Other funds holding JMT

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Wealth Management Associates's JMT Position: Q3 2019 in Review

Wealth Management Associates sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q3 2019, closing a stake of 30,859 shares — an estimated $694K sold.

Wealth Management Associates first reported a position in JMT in Q4 2018 and held it in 3 quarters. The position peaked at $694K in Q2 2019. 20 funds tracked by Wall St. Rank hold JMT as of Q3 2019.

Wealth Management Associates reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q3 2019 after selling out during the quarter.
Wealth Management Associates sold 30,859 Nuveen Mortgage Opportunity Term Fund 2 shares in Q3 2019, an estimated $694K.
Wealth Management Associates first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q4 2018 and held it in 3 quarters.
Wealth Management Associates's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $694K in Q2 2019.
20 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q3 2019.

Based on Wealth Management Associates's 13F filing for Q3 2019, filed 28 May 2025.