Advocacy Wealth Management Services’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Advocacy Wealth Management Services’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
2016 Q3	–	Sell	-1,000	Closed	-$13K	–	370
2016 Q2	$13K	Sell	1,000 -2,293	-70%	-$29.4K	0.01%	280
2016 Q1	$42K	Hold	3,293	–	–	0.03%	196
2015 Q4	$43K	Buy	+3,293	New	+$42.2K	0.05%	178

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

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Advocacy Wealth Management Services's BXMX Position: Q3 2016 in Review

Advocacy Wealth Management Services sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2016, closing a stake of 1,000 shares — an estimated $13K sold.

Advocacy Wealth Management Services first reported a position in BXMX in Q4 2015 and held it in 3 quarters. The position peaked at $43K in Q4 2015. 72 funds tracked by Wall St. Rank hold BXMX as of Q3 2016.

Advocacy Wealth Management Services reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,000 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2016, an estimated $13K.
Advocacy Wealth Management Services first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2015 and held it in 3 quarters.
Advocacy Wealth Management Services's Nuveen S&P 500 Buy-Write Income Fund position peaked at $43K in Q4 2015.
72 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2016, filed 19 Oct 2016.