Benchmark Capital Advisors’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Benchmark Capital Advisors’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 Q4	$600K	Hold	37,206	–	–	0.6%	48
2018 Q3	$736K	Sell	37,206 -800	-2%	-$15.3K	0.55%	55
2018 Q2	$702K	Sell	38,006 -1,487	-4%	-$28K	0.53%	61
2018 Q1	$702K	Sell	39,493 -700	-2%	-$12.8K	0.55%	54
2017 Q4	$757K	Sell	40,193 -1,500	-4%	-$26.8K	0.59%	48
2017 Q3	$707K	Sell	41,693 -1,000	-2%	-$16.7K	0.55%	52
2017 Q2	$705K	Buy	42,693 +6,328	+17%	+$102K	0.56%	49
2017 Q1	$569K	Sell	36,365 -3,024	-8%	-$47.3K	0.45%	55
2016 Q4	$591K	Sell	39,389 -100	-0.3%	-$1.45K	0.49%	52
2016 Q3	$569K	Hold	39,489	–	–	0.43%	62
2016 Q2	$574K	Buy	39,489 +1,500	+4%	+$21.3K	0.47%	58
2016 Q1	$536K	Sell	37,989 -1,228	-3%	-$16.5K	0.47%	60
2015 Q4	$563K	Sell	39,217 -623	-2%	-$8.88K	0.48%	61
2015 Q3	$537K	Buy	39,840 +2,000	+5%	+$28.7K	0.44%	64
2015 Q2	$562K	Sell	37,840 -2,332	-6%	-$35.4K	0.39%	70
2015 Q1	$609K	Sell	40,172 -432	-1%	-$6.67K	0.4%	65
2014 Q4	$626K	Buy	+40,604	New	+$654K	0.42%	66

Other funds holding DIAX

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

Morgan Stanley New York $1.66T AUM 25.57% 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

AAM

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

RJFSA

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

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

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

RJA

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

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

Benchmark Capital Advisors's DIAX Position: Q4 2018 in Review

Benchmark Capital Advisors held its Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) position steady in Q4 2018 at 37,206 shares worth $600K. The position accounts for 0.6% of the portfolio, ranked #48.

Benchmark Capital Advisors first reported a position in DIAX in Q4 2014 and has held it in 17 quarters since. The position peaked at $757K in Q4 2017. 84 funds tracked by Wall St. Rank hold DIAX as of Q4 2018.

Benchmark Capital Advisors held 37,206 shares of Nuveen Dow 30SM Dynamic Overwrite Fund worth $600K as of Q4 2018.
Benchmark Capital Advisors left its Nuveen Dow 30SM Dynamic Overwrite Fund share count unchanged in Q4 2018.
Nuveen Dow 30SM Dynamic Overwrite Fund made up 0.6% of Benchmark Capital Advisors's portfolio in Q4 2018, its #48 holding.
Benchmark Capital Advisors first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2014 and has held it in 17 quarters since.
Benchmark Capital Advisors's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $757K in Q4 2017.
84 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.