WEC
JGT

Winslow Evans & Crocker’s NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) JGT Stock Holding History

Winslow Evans & Crocker’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
2014
Q1 		– Sell
-25,262
Closed -$255K – 1472
2013
Q4 		$255K Buy
+25,262
New +$265K 0.09% 244

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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Winslow Evans & Crocker's JGT Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) (JGT) in Q1 2014, closing a stake of 25,262 shares — an estimated $255K sold.

Winslow Evans & Crocker first reported a position in JGT in Q4 2013 and held it in 1 quarter. The position peaked at $255K in Q4 2013. 60 funds tracked by Wall St. Rank hold JGT as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 25,262 NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) shares in Q1 2014, an estimated $255K.
  • Winslow Evans & Crocker first reported a position in NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position peaked at $255K in Q4 2013.
  • 60 funds tracked by Wall St. Rank held NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.