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Allegis Investment Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Allegis Investment Advisors’s Portfolio SPXX Stock Details SPXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-542
Closed -$7K – 811
2015
Q4 		$7K Buy
+542
New +$7.34K ﹤0.01% 767

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AWMS
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RVPG
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Allegis Investment Advisors's SPXX Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2016, closing a stake of 542 shares — an estimated $7K sold.

Allegis Investment Advisors first reported a position in SPXX in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 38 funds tracked by Wall St. Rank hold SPXX as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 542 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2016, an estimated $7K.
  • Allegis Investment Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $7K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2016.

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