BIAS
BXMX

Beacon Investment Advisory Services’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Beacon Investment Advisory Services’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
2018
Q1 		– Sell
-13,551
Closed -$193K – 257
2017
Q4 		$193K Hold
13,551
– – 0.02% 237
2017
Q3 		$189K Buy
+13,551
New +$188K 0.02% 258

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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beacon Investment Advisory Services's BXMX Position: Q1 2018 in Review

Beacon Investment Advisory Services sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2018, closing a stake of 13,551 shares — an estimated $193K sold.

Beacon Investment Advisory Services first reported a position in BXMX in Q3 2017 and held it in 2 quarters. The position peaked at $193K in Q4 2017. 94 funds tracked by Wall St. Rank hold BXMX as of Q1 2018.

  • Beacon Investment Advisory Services reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2018 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 13,551 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2018, an estimated $193K.
  • Beacon Investment Advisory Services first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2017 and held it in 2 quarters.
  • Beacon Investment Advisory Services's Nuveen S&P 500 Buy-Write Income Fund position peaked at $193K in Q4 2017.
  • 94 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2018.

Based on Beacon Investment Advisory Services's 13F filing for Q1 2018, filed 26 Apr 2018.