BWM
DIAX

Baystate Wealth Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Baystate 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
2018
Q2 		– Sell
-500
Closed -$9K – 695
2018
Q1 		$9K Hold
500
– – ﹤0.01% 368
2017
Q4 		$10K Buy
+500
New +$8.93K ﹤0.01% 365

Other funds holding DIAX

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
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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Baystate Wealth Management's DIAX Position: Q2 2018 in Review

Baystate Wealth Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2018, closing a stake of 500 shares — an estimated $9K sold.

Baystate Wealth Management first reported a position in DIAX in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q4 2017. 68 funds tracked by Wall St. Rank hold DIAX as of Q2 2018.

  • Baystate Wealth Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 500 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2018, an estimated $9K.
  • Baystate Wealth Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2017 and held it in 2 quarters.
  • Baystate Wealth Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $10K in Q4 2017.
  • 68 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2018.

Based on Baystate Wealth Management's 13F filing for Q2 2018, filed 17 Jul 2018.