Aevitas Wealth Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Aevitas Wealth Management’s Portfolio DIAX Stock Details DIAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-5,930	Closed	-$106K	–	158
2019 Q1	$106K	Sell	5,930 -1	-0%	-$18	0.09%	133
2018 Q4	$96K	Hold	5,931	–	–	0.1%	133
2018 Q3	$117K	Hold	5,931	–	–	0.11%	132
2018 Q2	$110K	Hold	5,931	–	–	0.11%	131
2018 Q1	$105K	Hold	5,931	–	–	0.1%	129
2017 Q4	$112K	Buy	+5,931	New	+$106K	0.11%	128

Other funds holding DIAX

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

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

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

RJFSA

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

AAM

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

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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Aevitas Wealth Management's DIAX Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2019, closing a stake of 5,930 shares — an estimated $106K sold.

Aevitas Wealth Management first reported a position in DIAX in Q4 2017 and held it in 6 quarters. The position peaked at $117K in Q3 2018. 75 funds tracked by Wall St. Rank hold DIAX as of Q2 2019.

Aevitas Wealth Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 5,930 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2019, an estimated $106K.
Aevitas Wealth Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $117K in Q3 2018.
75 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.