YMRC
JMT

Yorktown Management & Research Company’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Yorktown Management & Research Company’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
2015
Q3 		– Sell
-26,741
Closed -$590K – 527
2015
Q2 		$590K Hold
26,741
– – 0.1% 149
2015
Q1 		$604K Buy
+26,741
New +$607K 0.11% 137

Other funds holding JMT

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAM
PT Asset Management Chicago, Illinois $13.7M AUM 9.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Yorktown Management & Research Company's JMT Position: Q3 2015 in Review

Yorktown Management & Research Company sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q3 2015, closing a stake of 26,741 shares — an estimated $590K sold.

Yorktown Management & Research Company first reported a position in JMT in Q1 2015 and held it in 2 quarters. The position peaked at $604K in Q1 2015. 19 funds tracked by Wall St. Rank hold JMT as of Q3 2015.

  • Yorktown Management & Research Company reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q3 2015 after selling out during the quarter.
  • Yorktown Management & Research Company sold 26,741 Nuveen Mortgage Opportunity Term Fund 2 shares in Q3 2015, an estimated $590K.
  • Yorktown Management & Research Company first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q1 2015 and held it in 2 quarters.
  • Yorktown Management & Research Company's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $604K in Q1 2015.
  • 19 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q3 2015.

Based on Yorktown Management & Research Company's 13F filing for Q3 2015, filed 5 Nov 2015.