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

Aevitas Wealth 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
2020 Q1	–	Sell	-25,255	Closed	-$347K	–	96
2019 Q4	$347K	Sell	25,255 -4,384	-15%	-$59.3K	0.33%	82
2019 Q3	$387K	Buy	29,639 +306	+1%	+$4K	0.39%	73
2019 Q2	$391K	Buy	29,333 +302	+1%	+$3.97K	0.39%	72
2019 Q1	$383K	Hold	29,031	–	–	0.34%	75
2018 Q4	$350K	Buy	29,031 +636	+2%	+$8.37K	0.36%	70
2018 Q3	$408K	Buy	28,395 +283	+1%	+$4.06K	0.37%	70
2018 Q2	$396K	Buy	28,112 +294	+1%	+$4.11K	0.39%	67
2018 Q1	$371K	Hold	27,818	–	–	0.37%	68
2017 Q4	$396K	Buy	+27,818	New	+$390K	0.38%	69

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aevitas Wealth Management's BXMX Position: Q1 2020 in Review

Aevitas Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2020, closing a stake of 25,255 shares — an estimated $347K sold.

Aevitas Wealth Management first reported a position in BXMX in Q4 2017 and held it in 9 quarters. The position peaked at $408K in Q3 2018. 121 funds tracked by Wall St. Rank hold BXMX as of Q1 2020.

Aevitas Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2020 after selling out during the quarter.
Aevitas Wealth Management sold 25,255 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2020, an estimated $347K.
Aevitas Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2017 and held it in 9 quarters.
Aevitas Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $408K in Q3 2018.
121 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2020.

Based on Aevitas Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.