B
BXMX

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

Baird’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
Q1 		$129K Sell
10,107
-1,319
-12% -$17K ﹤0.01% 1265
2014
Q4 		$138K Buy
+11,426
New +$145K ﹤0.01% 1227

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 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 $377B AUM 19.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Baird's BXMX Position: Q1 2015 in Review

Baird reduced its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 12% in Q1 2015, selling an estimated $17K and leaving 10,107 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Baird first reported a position in BXMX in Q4 2014 and has held it in 2 quarters since. The position peaked at $138K in Q4 2014. 73 funds tracked by Wall St. Rank hold BXMX as of Q1 2015.

  • Baird held 10,107 shares of Nuveen S&P 500 Buy-Write Income Fund worth $129K as of Q1 2015.
  • Baird sold 1,319 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2015, an estimated $17K.
  • Nuveen S&P 500 Buy-Write Income Fund made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1265 holding.
  • Baird first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2014 and has held it in 2 quarters since.
  • Baird's Nuveen S&P 500 Buy-Write Income Fund position peaked at $138K in Q4 2014.
  • 73 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.