Beaumont Financial Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Beaumont Financial Advisors’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 Q4	–	Sell	-21,537	Closed	-$281K	–	285
2019 Q3	$281K	Hold	21,537	–	–	0.03%	224
2019 Q2	$287K	Hold	21,537	–	–	0.03%	201
2019 Q1	$284K	Hold	21,537	–	–	0.03%	192
2018 Q4	$260K	Hold	21,537	–	–	0.04%	168
2018 Q3	$309K	Hold	21,537	–	–	0.03%	184
2018 Q2	$303K	Hold	21,537	–	–	0.03%	164
2018 Q1	$287K	Hold	21,537	–	–	0.03%	174
2017 Q4	$307K	Hold	21,537	–	–	0.04%	148
2017 Q3	$301K	Hold	21,537	–	–	0.04%	145
2017 Q2	$298K	Buy	+21,537	New	+$298K	0.04%	149
2015 Q4	–	Sell	-21,537	Closed	-$276K	–	128
2015 Q3	$276K	Hold	21,537	–	–	0.04%	117
2015 Q2	$276K	Buy	+21,537	New	+$276K	0.04%	117

Other funds holding BXMX

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Beaumont Financial Advisors's BXMX Position: Q4 2019 in Review

Beaumont Financial Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2019, closing a stake of 21,537 shares — an estimated $281K sold.

Beaumont Financial Advisors first reported a position in BXMX in Q2 2015 and held it in 12 quarters. The position peaked at $309K in Q3 2018. 106 funds tracked by Wall St. Rank hold BXMX as of Q4 2019.

Beaumont Financial Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2019 after selling out during the quarter.
Beaumont Financial Advisors sold 21,537 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2019, an estimated $281K.
Beaumont Financial Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2015 and held it in 12 quarters.
Beaumont Financial Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $309K in Q3 2018.
106 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2019.

Based on Beaumont Financial Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.