C
DIAX

CFO4Life’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

CFO4Life’s Portfolio DIAX Stock Details DIAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-31,166
Closed -$448K – 90
2015
Q4 		$448K Buy
31,166
+1,107
+4% +$15.8K 0.43% 41
2015
Q3 		$405K Sell
30,059
-22,658
-43% -$325K 0.43% 39
2015
Q2 		$783K Buy
52,717
+738
+1% +$11.2K 0.65% 31
2015
Q1 		$789K Sell
51,979
-6,324
-11% -$97.6K 0.66% 33
2014
Q4 		$899K Buy
+58,303
New +$939K 0.74% 23

Other funds holding DIAX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFO4Life's DIAX Position: Q1 2016 in Review

CFO4Life sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2016, closing a stake of 31,166 shares — an estimated $448K sold.

CFO4Life first reported a position in DIAX in Q4 2014 and held it in 5 quarters. The position peaked at $899K in Q4 2014. 54 funds tracked by Wall St. Rank hold DIAX as of Q1 2016.

  • CFO4Life reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2016 after selling out during the quarter.
  • CFO4Life sold 31,166 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2016, an estimated $448K.
  • CFO4Life first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2014 and held it in 5 quarters.
  • CFO4Life's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $899K in Q4 2014.
  • 54 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2016.

Based on CFO4Life's 13F filing for Q1 2016, filed 13 May 2016.