Brian McDonald »

Nuveen Mtg opportunity term shares owned by Brian McDonald

Quarter-by-quarter ownership of Nuveen Mtg opportunity term (JLS) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Nuveen Mtg opportunity term

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Mtg opportunity term held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nuveen Mtg opportunity term by Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-09-30 $131 7 18.71

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Home Depot (HD)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Val Etf (IWD)
Broadcom (AVGO)

View all positions for Brian McDonald

Top funds holding Nuveen Mtg opportunity term

Private Client Services
Advisors Asset Management
Morgan Stanley
Envestnet Asset Management
Thomas J. Herzfeld Advisors
Allspring Global Investments Holdings
1607 Capital Partners
Kovitz Investment Group Partners
International Assets Investment Management
Nations Financial Group
Wells Fargo & Company
Venture Visionary Partners
IFP Advisors
Fiera Capital Corporation
First Trust Advisors

View all funds holding Nuveen Mtg opportunity term