1832 Asset Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

1832 Asset Management’s Portfolio BXMX Stock Details BXMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-190,076	Closed	-$2.52M	–	664
2017 Q1	$2.52M	Buy	190,076 +3,366	+2%	+$44.4K	0.01%	391
2016 Q4	$2.38M	Buy	+186,710	New	+$2.37M	﹤0.01%	481
2015 Q1	–	Sell	-121,809	Closed	-$1.47M	–	626
2014 Q4	$1.47M	Buy	+121,809	New	+$1.55M	﹤0.01%	419

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AIA

Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return

1832 Asset Management's BXMX Position: Q2 2017 in Review

1832 Asset Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2017, closing a stake of 190,076 shares — an estimated $2.52M sold.

1832 Asset Management first reported a position in BXMX in Q4 2014 and held it in 3 quarters. The position peaked at $2.52M in Q1 2017. 95 funds tracked by Wall St. Rank hold BXMX as of Q2 2017.

1832 Asset Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2017 after selling out during the quarter.
1832 Asset Management sold 190,076 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2017, an estimated $2.52M.
1832 Asset Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2014 and held it in 3 quarters.
1832 Asset Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $2.52M in Q1 2017.
95 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2017.

Based on 1832 Asset Management's 13F filing for Q2 2017, filed 14 Aug 2017.