Bellwether Investment Group’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Bellwether Investment Group’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
2017 Q4	$246K	Buy	+13,081	New	+$234K	0.99%	46

Other funds holding DIAX

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bellwether Investment Group's DIAX Position: Q4 2017 in Review

Bellwether Investment Group opened a new position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q4 2017: 13,081 shares worth $246K. The stake represents 0.99% of the portfolio and ranks #46 among its holdings.

74 funds tracked by Wall St. Rank hold DIAX as of Q4 2017.

Bellwether Investment Group held 13,081 shares of Nuveen Dow 30SM Dynamic Overwrite Fund worth $246K as of Q4 2017.
Nuveen Dow 30SM Dynamic Overwrite Fund was a new Bellwether Investment Group position in Q4 2017.
Nuveen Dow 30SM Dynamic Overwrite Fund made up 0.99% of Bellwether Investment Group's portfolio in Q4 2017, its #46 holding.
74 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.