Cedar Brook Financial Partners’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Cedar Brook Financial Partners’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	-12,701	Closed	-$175K	–	255
2019 Q4	$175K	Sell	12,701 -37,316	-75%	-$505K	0.07%	280
2019 Q3	$654K	Buy	50,017 +161	+0.3%	+$2.1K	0.29%	103
2019 Q2	$664K	Buy	49,856 +829	+2%	+$10.9K	0.31%	104
2019 Q1	$647K	Buy	49,027 +979	+2%	+$12.7K	0.31%	97
2018 Q4	$580K	Buy	+48,048	New	+$632K	0.35%	91

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

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

Cedar Brook Financial Partners's BXMX Position: Q1 2020 in Review

Cedar Brook Financial Partners sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2020, closing a stake of 12,701 shares — an estimated $175K sold.

Cedar Brook Financial Partners first reported a position in BXMX in Q4 2018 and held it in 5 quarters. The position peaked at $664K in Q2 2019. 121 funds tracked by Wall St. Rank hold BXMX as of Q1 2020.

Cedar Brook Financial Partners reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2020 after selling out during the quarter.
Cedar Brook Financial Partners sold 12,701 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2020, an estimated $175K.
Cedar Brook Financial Partners first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2018 and held it in 5 quarters.
Cedar Brook Financial Partners's Nuveen S&P 500 Buy-Write Income Fund position peaked at $664K in Q2 2019.
121 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2020.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2020, filed 7 May 2020.