BCWM
DIAX

Bartlett & Co Wealth Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Bartlett & Co Wealth 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
2019
Q4 		– Sell
-1,697
Closed -$30.2K – 869
2019
Q3 		$30.2K Buy
+1,697
New +$29.9K ﹤0.01% 602

Other funds holding DIAX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bartlett & Co Wealth Management's DIAX Position: Q4 2019 in Review

Bartlett & Co Wealth Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q4 2019, closing a stake of 1,697 shares — an estimated $30.2K sold.

Bartlett & Co Wealth Management first reported a position in DIAX in Q3 2019 and held it in 1 quarter. The position peaked at $30.2K in Q3 2019. 80 funds tracked by Wall St. Rank hold DIAX as of Q4 2019.

  • Bartlett & Co Wealth Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q4 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,697 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q4 2019, an estimated $30.2K.
  • Bartlett & Co Wealth Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q3 2019 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $30.2K in Q3 2019.
  • 80 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2024.