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

Bartlett & Co’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 Q3	$30K	Buy	+1,697	New	+$29.9K	﹤0.01%	602

Other funds holding DIAX

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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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

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's DIAX Position: Q3 2019 in Review

Bartlett & Co opened a new position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q3 2019: 1,697 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #602 among its holdings.

74 funds tracked by Wall St. Rank hold DIAX as of Q3 2019.

Bartlett & Co held 1,697 shares of Nuveen Dow 30SM Dynamic Overwrite Fund worth $30K as of Q3 2019.
Nuveen Dow 30SM Dynamic Overwrite Fund was a new Bartlett & Co position in Q3 2019.
Nuveen Dow 30SM Dynamic Overwrite Fund made up ﹤0.01% of Bartlett & Co's portfolio in Q3 2019, its #602 holding.
74 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q3 2019.

Based on Bartlett & Co's 13F filing for Q3 2019, filed 4 Nov 2019.