CPA
BXMX

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

Clear Perspective Advisors’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
2017
Q3 		– Sell
-2,173
Closed -$30K – 476
2017
Q2 		$30K Buy
+2,173
New +$30.1K 0.03% 264

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Clear Perspective Advisors's BXMX Position: Q3 2017 in Review

Clear Perspective Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2017, closing a stake of 2,173 shares — an estimated $30K sold.

Clear Perspective Advisors first reported a position in BXMX in Q2 2017 and held it in 1 quarter. The position peaked at $30K in Q2 2017. 92 funds tracked by Wall St. Rank hold BXMX as of Q3 2017.

  • Clear Perspective Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 2,173 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2017, an estimated $30K.
  • Clear Perspective Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $30K in Q2 2017.
  • 92 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2017.

Based on Clear Perspective Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.