Bank of Nova Scotia
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Bank of Nova Scotia’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Bank of Nova Scotia’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
2017
Q3 		– Sell
-48,583
Closed -$746K – 984
2017
Q2 		$746K Buy
+48,583
New +$749K ﹤0.01% 811
2016
Q4 		– Sell
-59,147
Closed -$814K – 852
2016
Q3 		$814K Buy
+59,147
New +$820K ﹤0.01% 427

Other funds holding SPXX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Nova Scotia's SPXX Position: Q3 2017 in Review

Bank of Nova Scotia sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2017, closing a stake of 48,583 shares — an estimated $746K sold.

Bank of Nova Scotia first reported a position in SPXX in Q3 2016 and held it in 2 quarters. The position peaked at $814K in Q3 2016. 37 funds tracked by Wall St. Rank hold SPXX as of Q3 2017.

  • Bank of Nova Scotia reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q3 2017 after selling out during the quarter.
  • Bank of Nova Scotia sold 48,583 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2017, an estimated $746K.
  • Bank of Nova Scotia first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2016 and held it in 2 quarters.
  • Bank of Nova Scotia's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $814K in Q3 2016.
  • 37 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2017.

Based on Bank of Nova Scotia's 13F filing for Q3 2017, filed 14 Nov 2017.