BPBT
BXMX

Boston Private Bank & Trust’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Boston Private Bank & Trust’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
2014
Q2 		– Sell
-650
Closed -$8K – 990
2014
Q1 		$8K Hold
650
– – ﹤0.01% 876
2013
Q4 		$8K Buy
+650
New +$8.06K ﹤0.01% 868

Other funds holding BXMX

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

Boston Private Bank & Trust's BXMX Position: Q2 2014 in Review

Boston Private Bank & Trust sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2014, closing a stake of 650 shares — an estimated $8K sold.

Boston Private Bank & Trust first reported a position in BXMX in Q4 2013 and held it in 2 quarters. The position peaked at $8K in Q1 2014. 55 funds tracked by Wall St. Rank hold BXMX as of Q2 2014.

  • Boston Private Bank & Trust reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 650 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2014, an estimated $8K.
  • Boston Private Bank & Trust first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2013 and held it in 2 quarters.
  • Boston Private Bank & Trust's Nuveen S&P 500 Buy-Write Income Fund position peaked at $8K in Q1 2014.
  • 55 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2014.

Based on Boston Private Bank & Trust's 13F filing for Q2 2014, filed 15 Jul 2014.