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Chicago Partners Investment Group’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Chicago Partners Investment Group’s Portfolio SPXX Stock Details SPXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,725
Closed -$23K – 503
2016
Q2 		$23K Hold
1,725
– – 0.01% 307
2016
Q1 		$23K Hold
1,725
– – 0.01% 286
2015
Q4 		$23K Hold
1,725
– – 0.01% 332
2015
Q3 		$22K Hold
1,725
– – 0.01% 279
2015
Q2 		$24K Buy
1,725
+40
+2% +$564 0.01% 287
2015
Q1 		$24K Buy
+1,685
New +$24K 0.01% 275

Other funds holding SPXX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Chicago Partners Investment Group's SPXX Position: Q3 2016 in Review

Chicago Partners Investment Group sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2016, closing a stake of 1,725 shares — an estimated $23K sold.

Chicago Partners Investment Group first reported a position in SPXX in Q1 2015 and held it in 6 quarters. The position peaked at $24K in Q2 2015. 40 funds tracked by Wall St. Rank hold SPXX as of Q3 2016.

  • Chicago Partners Investment Group reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q3 2016 after selling out during the quarter.
  • Chicago Partners Investment Group sold 1,725 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2016, an estimated $23K.
  • Chicago Partners Investment Group first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2015 and held it in 6 quarters.
  • Chicago Partners Investment Group's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $24K in Q2 2015.
  • 40 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2016.

Based on Chicago Partners Investment Group's 13F filing for Q3 2016, filed 14 Nov 2016.