ACM
BXMX

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

Avalon Capital 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
2015
Q3 		– Sell
-57,030
Closed -$731K – 61
2015
Q2 		$731K Buy
+57,030
New +$732K 0.67% 48

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Avalon Capital Management's BXMX Position: Q3 2015 in Review

Avalon Capital Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2015, closing a stake of 57,030 shares — an estimated $731K sold.

Avalon Capital Management first reported a position in BXMX in Q2 2015 and held it in 1 quarter. The position peaked at $731K in Q2 2015. 78 funds tracked by Wall St. Rank hold BXMX as of Q3 2015.

  • Avalon Capital Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2015 after selling out during the quarter.
  • Avalon Capital Management sold 57,030 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2015, an estimated $731K.
  • Avalon Capital Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2015 and held it in 1 quarter.
  • Avalon Capital Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $731K in Q2 2015.
  • 78 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2015.

Based on Avalon Capital Management's 13F filing for Q3 2015, filed 22 Oct 2015.