WAM
JMT

Wealthspire Advisors (Maryland)’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q3 		– Hold
0
– – – 2035
2017
Q2 		– Hold
0
– – – 2036
2017
Q1 		– Hold
0
– – – 1739
2016
Q4 		– Hold
0
– – – 1591
2016
Q3 		– Hold
0
– – – 1591
2016
Q2 		– Hold
0
– – – 1555
2016
Q1 		– Hold
0
– – – 1582
2015
Q4 		– Hold
0
– – – 1559

Other funds holding JMT

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RCM
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RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return