WAM
JMT

Wolverine Asset Management’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Wolverine Asset Management’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
2013
Q4 		– Sell
-1,797
Closed -$43K – 3018
2013
Q3 		$43K Sell
1,797
-3,446
-66% -$82.7K ﹤0.01% 1780
2013
Q2 		$134K Buy
+5,243
New +$146K ﹤0.01% 1296

Other funds holding JMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

Wolverine Asset Management's JMT Position: Q4 2013 in Review

Wolverine Asset Management sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q4 2013, closing a stake of 1,797 shares — an estimated $43K sold.

Wolverine Asset Management first reported a position in JMT in Q2 2013 and held it in 2 quarters. The position peaked at $134K in Q2 2013. 22 funds tracked by Wall St. Rank hold JMT as of Q4 2013.

  • Wolverine Asset Management reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q4 2013 after selling out during the quarter.
  • Wolverine Asset Management sold 1,797 Nuveen Mortgage Opportunity Term Fund 2 shares in Q4 2013, an estimated $43K.
  • Wolverine Asset Management first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q2 2013 and held it in 2 quarters.
  • Wolverine Asset Management's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $134K in Q2 2013.
  • 22 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q4 2013.

Based on Wolverine Asset Management's 13F filing for Q4 2013, filed 14 Feb 2014.