Wells Fargo’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-193,334
| Closed | -$4.29M | – | 7002 |
|
|
2019
Q3 | $4.29M | Sell |
193,334
-9,422
| -5% | -$211K | ﹤0.01% | 2679 |
|
|
2019
Q2 | $4.56M | Sell |
202,756
-590
| -0.3% | -$13.3K | ﹤0.01% | 2652 |
|
|
2019
Q1 | $4.58M | Sell |
203,346
-841
| -0.4% | -$18.8K | ﹤0.01% | 2644 |
|
|
2018
Q4 | $4.53M | Sell |
204,187
-3,460
| -2% | -$79.4K | ﹤0.01% | 2534 |
|
|
2018
Q3 | $4.78M | Sell |
207,647
-51,599
| -20% | -$1.18M | ﹤0.01% | 2685 |
|
|
2018
Q2 | $5.89M | Sell |
259,246
-838,562
| -76% | -$19M | ﹤0.01% | 2533 |
|
|
2018
Q1 | $24.8M | Buy |
1,097,808
+8,822
| +0.8% | +$203K | 0.01% | 1329 |
|
|
2017
Q4 | $25.9M | Buy |
1,088,986
+56,525
| +5% | +$1.39M | 0.01% | 1297 |
|
|
2017
Q3 | $25.3M | Buy |
1,032,461
+24,811
| +2% | +$608K | 0.01% | 1262 |
|
|
2017
Q2 | $24.8M | Sell |
1,007,650
-232,495
| -19% | -$5.6M | 0.01% | 1249 |
|
|
2017
Q1 | $29.5M | Sell |
1,240,145
-69,402
| -5% | -$1.62M | 0.01% | 1160 |
|
|
2016
Q4 | $30.3M | Buy |
1,309,547
+20,763
| +2% | +$478K | 0.01% | 1100 |
|
|
2016
Q3 | $30.6M | Buy |
1,288,784
+33,788
| +3% | +$778K | 0.01% | 1029 |
|
|
2016
Q2 | $28M | Buy |
1,254,996
+721,168
| +135% | +$15.9M | 0.01% | 1084 |
|
|
2016
Q1 | $11.6M | Buy |
533,828
+120,487
| +29% | +$2.63M | ﹤0.01% | 1680 |
|
|
2015
Q4 | $9.21M | Buy |
413,341
+11,825
| +3% | +$260K | ﹤0.01% | 1900 |
|
|
2015
Q3 | $8.72M | Buy |
401,516
+29,061
| +8% | +$636K | ﹤0.01% | 1903 |
|
|
2015
Q2 | $8.22M | Buy |
372,455
+119,642
| +47% | +$2.7M | ﹤0.01% | 2056 |
|
|
2015
Q1 | $5.72M | Buy |
252,813
+55,107
| +28% | +$1.25M | ﹤0.01% | 2272 |
|
|
2014
Q4 | $4.58M | Buy |
197,706
+92,440
| +88% | +$2.11M | ﹤0.01% | 2413 |
|
|
2014
Q3 | $2.45M | Buy |
105,266
+5,305
| +5% | +$125K | ﹤0.01% | 2874 |
|
|
2014
Q2 | $2.38M | Buy |
99,961
+33,435
| +50% | +$788K | ﹤0.01% | 2895 |
|
|
2014
Q1 | $1.55M | Buy |
66,526
+64,299
| +2,887% | +$1.5M | ﹤0.01% | 3160 |
|
|
2013
Q4 | $51K | Buy |
2,227
+76
| +4% | +$1.8K | ﹤0.01% | 4745 |
|
|
2013
Q3 | $52K | Sell |
2,151
-3,245
| -60% | -$77.9K | ﹤0.01% | 4664 |
|
|
2013
Q2 | $139K | Buy |
+5,396
| New | +$150K | ﹤0.01% | 4284 |
|
Wells Fargo's JMT Position: Q4 2019 in Review
Wells Fargo sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q4 2019, closing a stake of 193,334 shares — an estimated $4.29M sold.
Wells Fargo first reported a position in JMT in Q2 2013 and held it in 26 quarters. The position peaked at $30.6M in Q3 2016. 0 funds tracked by Wall St. Rank hold JMT as of Q4 2019.
- Wells Fargo reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q4 2019 after selling out during the quarter.
- Wells Fargo sold 193,334 Nuveen Mortgage Opportunity Term Fund 2 shares in Q4 2019, an estimated $4.29M.
- Wells Fargo first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q2 2013 and held it in 26 quarters.
- Wells Fargo's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $30.6M in Q3 2016.
- 0 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q4 2019.
Based on Wells Fargo's 13F filing for Q4 2019, filed 14 Feb 2020.