BTS
BXMX

BB&T Securities’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

BB&T Securities’s Portfolio BXMX Stock Details BXMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$347K Sell
26,539
-261
-1% -$3.41K ﹤0.01% 1255
2019
Q2 		$356K Buy
26,800
+3,033
+13% +$39.8K ﹤0.01% 1240
2019
Q1 		$313K Buy
23,767
+7,612
+47% +$98.5K ﹤0.01% 1268
2018
Q4 		$194K Buy
16,155
+5,473
+51% +$72K ﹤0.01% 1367
2018
Q3 		$153K Buy
10,682
+562
+6% +$8.06K ﹤0.01% 1518
2018
Q2 		$142K Buy
+10,120
New +$141K ﹤0.01% 1491
2018
Q1 		– Sell
-12,099
Closed -$172K – 1508
2017
Q4 		$172K Buy
12,099
+1,341
+12% +$18.8K ﹤0.01% 1373
2017
Q3 		$150K Buy
10,758
+700
+7% +$9.7K ﹤0.01% 1329
2017
Q2 		$139K Buy
+10,058
New +$139K ﹤0.01% 1329

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return