Bruderman Asset Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Bruderman Asset Management’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 Q1	–	Sell	-57,570	Closed	-$790K	–	83
2019 Q4	$790K	Sell	57,570 -13,582	-19%	-$184K	0.25%	74
2019 Q3	$978K	Sell	71,152 -621	-0.9%	-$8.11K	0.25%	77
2019 Q2	$956K	Sell	71,773 -12,290	-15%	-$161K	0.23%	67
2019 Q1	$1.11M	Sell	84,063 -3,636	-4%	-$47K	0.24%	66
2018 Q4	$1.06M	Buy	87,699 +13,675	+18%	+$180K	0.27%	59
2018 Q3	$1.06M	Buy	74,024 +10,612	+17%	+$152K	0.24%	66
2018 Q2	$893K	Sell	63,412 -14,724	-19%	-$206K	0.22%	74
2018 Q1	$1.04M	Buy	78,136 +2,539	+3%	+$35K	0.25%	65
2017 Q4	$1.08M	Sell	75,597 -5,884	-7%	-$82.6K	0.27%	62
2017 Q3	$1.14M	Sell	81,481 -3,501	-4%	-$48.5K	0.29%	62
2017 Q2	$1.18M	Buy	84,982 +163	+0.2%	+$2.26K	0.31%	62
2017 Q1	$1.12M	Sell	84,819 -3,953	-4%	-$52.1K	0.32%	59
2016 Q4	$1.13M	Buy	88,772 +4,138	+5%	+$52.6K	0.34%	62
2016 Q3	$1.12M	Sell	84,634 -3,479	-4%	-$45.5K	0.33%	61
2016 Q2	$1.15M	Sell	88,113 -3,541	-4%	-$45.3K	0.36%	57
2016 Q1	$1.17M	Sell	91,654 -507	-0.6%	-$6.21K	0.41%	54
2015 Q4	$1.24M	Sell	92,161 -16,441	-15%	-$211K	0.47%	48
2015 Q3	$1.31M	Sell	108,602 -1,016	-0.9%	-$12.9K	0.52%	47
2015 Q2	$1.41M	Sell	109,618 -8,852	-7%	-$114K	0.54%	46
2015 Q1	$1.52M	Buy	+118,470	New	+$1.53M	0.59%	44

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

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

Bruderman Asset Management's BXMX Position: Q1 2020 in Review

Bruderman Asset Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2020, closing a stake of 57,570 shares — an estimated $790K sold.

Bruderman Asset Management first reported a position in BXMX in Q1 2015 and held it in 20 quarters. The position peaked at $1.52M in Q1 2015. 121 funds tracked by Wall St. Rank hold BXMX as of Q1 2020.

Bruderman Asset Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2020 after selling out during the quarter.
Bruderman Asset Management sold 57,570 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2020, an estimated $790K.
Bruderman Asset Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2015 and held it in 20 quarters.
Bruderman Asset Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.52M in Q1 2015.
121 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2020.

Based on Bruderman Asset Management's 13F filing for Q1 2020, filed 28 Apr 2020.