Anchor Investment Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Anchor Investment 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
2018 Q1	–	Sell	-600	Closed	-$11.3K	–	808
2017 Q4	$11.3K	Hold	600	–	–	﹤0.01%	624
2017 Q3	$10.2K	Hold	600	–	–	﹤0.01%	622
2017 Q2	$9.91K	Hold	600	–	–	﹤0.01%	566
2017 Q1	$9.39K	Hold	600	–	–	﹤0.01%	569
2016 Q4	$9K	Buy	+600	New	+$8.72K	﹤0.01%	555

Other funds holding DIAX

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

RJA

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

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

Anchor Investment Management's DIAX Position: Q1 2018 in Review

Anchor Investment Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2018, closing a stake of 600 shares — an estimated $11.3K sold.

Anchor Investment Management first reported a position in DIAX in Q4 2016 and held it in 5 quarters. The position peaked at $11.3K in Q4 2017. 68 funds tracked by Wall St. Rank hold DIAX as of Q1 2018.

Anchor Investment Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2018 after selling out during the quarter.
Anchor Investment Management sold 600 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2018, an estimated $11.3K.
Anchor Investment Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2016 and held it in 5 quarters.
Anchor Investment Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $11.3K in Q4 2017.
68 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2018.

Based on Anchor Investment Management's 13F filing for Q1 2018, filed 3 Jan 2024.