BCA
BXMX

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

Berman Capital 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
2020
Q4 		– Sell
-1,500
Closed -$16K – 1679
2020
Q3 		$16K Buy
+1,500
New +$17.1K ﹤0.01% 646

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Berman Capital Advisors's BXMX Position: Q4 2020 in Review

Berman Capital Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2020, closing a stake of 1,500 shares — an estimated $16K sold.

Berman Capital Advisors first reported a position in BXMX in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 122 funds tracked by Wall St. Rank hold BXMX as of Q4 2020.

  • Berman Capital Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 1,500 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2020, an estimated $16K.
  • Berman Capital Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2020 and held it in 1 quarter.
  • Berman Capital Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $16K in Q3 2020.
  • 122 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.