Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
Search
Sign in
Sign up
WMA
JMT
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
Quarter
Market Value
Status
Shares
Shares
Change %
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
%
-$13.9K
0.73%
31
2018
Q4
$675K
Buy
+30,442
New
+$675K
0.91%
29
Sign up
Sign in
Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
Theme
Close