Carroll Financial Associates’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Carroll Financial Associates’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 Q3	–	Sell	-392	Closed	-$5K	–	1531
2019 Q2	$5K	Hold	392	–	–	﹤0.01%	1182
2019 Q1	$5K	Sell	392 -2,000	-84%	-$25.9K	﹤0.01%	1092
2018 Q4	$29K	Hold	2,392	–	–	﹤0.01%	580
2018 Q3	$34K	Hold	2,392	–	–	﹤0.01%	584
2018 Q2	$33K	Hold	2,392	–	–	﹤0.01%	563
2018 Q1	$31K	Hold	2,392	–	–	﹤0.01%	570
2017 Q4	$34K	Hold	2,392	–	–	﹤0.01%	549
2017 Q3	$33K	Hold	2,392	–	–	﹤0.01%	555
2017 Q2	$33K	Hold	2,392	–	–	﹤0.01%	570
2017 Q1	$31K	Hold	2,392	–	–	﹤0.01%	564
2016 Q4	$30K	Hold	2,392	–	–	﹤0.01%	554
2016 Q3	$31K	Hold	2,392	–	–	﹤0.01%	555
2016 Q2	$31K	Hold	2,392	–	–	0.01%	526
2016 Q1	$30K	Buy	2,392 +392	+20%	+$4.8K	0.01%	515
2015 Q4	$26K	Hold	2,000	–	–	0.01%	518
2015 Q3	$24K	Hold	2,000	–	–	0.01%	531
2015 Q2	$26K	Hold	2,000	–	–	0.01%	500
2015 Q1	$26K	Hold	2,000	–	–	0.01%	376
2014 Q4	$26K	Buy	+2,000	New	+$25.4K	0.02%	340

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

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

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

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

RJFSA

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Carroll Financial Associates's BXMX Position: Q3 2019 in Review

Carroll Financial Associates sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2019, closing a stake of 392 shares — an estimated $5K sold.

Carroll Financial Associates first reported a position in BXMX in Q4 2014 and held it in 19 quarters. The position peaked at $34K in Q3 2018. 100 funds tracked by Wall St. Rank hold BXMX as of Q3 2019.

Carroll Financial Associates reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2019 after selling out during the quarter.
Carroll Financial Associates sold 392 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2019, an estimated $5K.
Carroll Financial Associates first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2014 and held it in 19 quarters.
Carroll Financial Associates's Nuveen S&P 500 Buy-Write Income Fund position peaked at $34K in Q3 2018.
100 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2019.

Based on Carroll Financial Associates's 13F filing for Q3 2019, filed 9 Oct 2019.