AIA
BXMX

Allegis Investment Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Allegis Investment Advisors’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
Q1 		– Sell
-3,443
Closed -$46K – 284
2015
Q4 		$46K Buy
+3,443
New +$44.1K 0.03% 348

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Allegis Investment Advisors's BXMX Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2016, closing a stake of 3,443 shares — an estimated $46K sold.

Allegis Investment Advisors first reported a position in BXMX in Q4 2015 and held it in 1 quarter. The position peaked at $46K in Q4 2015. 78 funds tracked by Wall St. Rank hold BXMX as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 3,443 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2016, an estimated $46K.
  • Allegis Investment Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $46K in Q4 2015.
  • 78 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.