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

Capital Advisors Ltd’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
2019 Q2	–	Sell	-10,532	Closed	-$139K	–	439
2019 Q1	$139K	Hold	10,532	–	–	0.04%	183
2018 Q4	$127K	Buy	10,532 +177	+2%	+$2.33K	0.04%	188
2018 Q3	$149K	Buy	10,355 +79	+0.8%	+$1.13K	0.04%	175
2018 Q2	$145K	Buy	10,276 +931	+10%	+$13K	0.05%	147
2018 Q1	$124K	Hold	9,345	–	–	0.04%	159
2017 Q4	$133K	Buy	9,345 +141	+2%	+$1.98K	0.04%	150
2017 Q3	$129K	Buy	9,204 +69	+0.8%	+$956	0.05%	150
2017 Q2	$127K	Buy	9,135 +70	+0.8%	+$970	0.05%	150
2017 Q1	$120K	Hold	9,065	–	–	0.05%	148
2016 Q4	$115K	Buy	9,065 +142	+2%	+$1.81K	0.05%	147
2016 Q3	$118K	Buy	8,923 +73	+0.8%	+$955	0.05%	141
2016 Q2	$115K	Buy	+8,850	New	+$113K	0.05%	139

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Capital Advisors Ltd's BXMX Position: Q2 2019 in Review

Capital Advisors Ltd sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2019, closing a stake of 10,532 shares — an estimated $139K sold.

Capital Advisors Ltd first reported a position in BXMX in Q2 2016 and held it in 12 quarters. The position peaked at $149K in Q3 2018. 102 funds tracked by Wall St. Rank hold BXMX as of Q2 2019.

Capital Advisors Ltd reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2019 after selling out during the quarter.
Capital Advisors Ltd sold 10,532 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2019, an estimated $139K.
Capital Advisors Ltd first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2016 and held it in 12 quarters.
Capital Advisors Ltd's Nuveen S&P 500 Buy-Write Income Fund position peaked at $149K in Q3 2018.
102 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2019.

Based on Capital Advisors Ltd's 13F filing for Q2 2019, filed 31 Jul 2019.