Baldwin Wealth Partners’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Baldwin Wealth Partners’s Portfolio QQQX Stock Details QQQX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-750	Closed	-$17K	–	497
2017 Q3	$17K	Hold	750	–	–	﹤0.01%	387
2017 Q2	$16K	Hold	750	–	–	﹤0.01%	396
2017 Q1	$16K	Hold	750	–	–	﹤0.01%	384
2016 Q4	$14K	Hold	750	–	–	﹤0.01%	403
2016 Q3	$14K	Hold	750	–	–	﹤0.01%	420
2016 Q2	$13K	Hold	750	–	–	﹤0.01%	374
2016 Q1	$14K	Buy	+750	New	+$13.1K	﹤0.01%	390

Other funds holding QQQX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Baldwin Wealth Partners's QQQX Position: Q4 2017 in Review

Baldwin Wealth Partners sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q4 2017, closing a stake of 750 shares — an estimated $17K sold.

Baldwin Wealth Partners first reported a position in QQQX in Q1 2016 and held it in 7 quarters. The position peaked at $17K in Q3 2017. 69 funds tracked by Wall St. Rank hold QQQX as of Q4 2017.

Baldwin Wealth Partners reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q4 2017 after selling out during the quarter.
Baldwin Wealth Partners sold 750 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q4 2017, an estimated $17K.
Baldwin Wealth Partners first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2016 and held it in 7 quarters.
Baldwin Wealth Partners's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $17K in Q3 2017.
69 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q4 2017.

Based on Baldwin Wealth Partners's 13F filing for Q4 2017, filed 24 Jan 2018.