WI
JGT

Western Investment’s NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) JGT Stock Holding History

Western Investment’s Portfolio JGT Stock Details JGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$2.67M Buy
254,540
+170,240
+202% +$1.84M 11.5% 2
2013
Q2 		$945K Buy
+84,300
New +$1.05M 4.04% 3

Other funds holding JGT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Western Investment's JGT Position: Q3 2013 in Review

Western Investment increased its NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) (JGT) stake by 202% in Q3 2013, buying an estimated $1.84M and bringing the position to 254,540 shares worth $2.67M. The position accounts for 11.5% of the portfolio, ranked #2.

Western Investment first reported a position in JGT in Q2 2013 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold JGT as of Q3 2013.

  • Western Investment held 254,540 shares of NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) worth $2.67M as of Q3 2013.
  • Western Investment bought 170,240 NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) shares in Q3 2013, an estimated $1.84M.
  • NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) made up 11.5% of Western Investment's portfolio in Q3 2013, its #2 holding.
  • Western Investment first reported a position in NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) in Q2 2013 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) as of Q3 2013.

Based on Western Investment's 13F filing for Q3 2013, filed 14 Nov 2013.