Concert Wealth Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Concert Wealth Management’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
2016 Q4	–	Sell	-17,359	Closed	-$230K	–	522
2016 Q3	$230K	Buy	17,359 +72	+0.4%	+$942	0.03%	587
2016 Q2	$225K	Sell	17,287 -29,878	-63%	-$382K	0.03%	560
2016 Q1	$598K	Sell	47,165 -3,828	-8%	-$46.9K	0.08%	309
2015 Q4	$683K	Buy	50,993 +3,300	+7%	+$42.3K	0.09%	282
2015 Q3	$576K	Hold	47,693	–	–	0.08%	322
2015 Q2	$613K	Sell	47,693 -750	-2%	-$9.62K	0.08%	318
2015 Q1	$576K	Sell	48,443 -200	-0.4%	-$2.58K	0.16%	177
2014 Q4	$588K	Buy	+48,643	New	+$619K	0.09%	287

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Concert Wealth Management's BXMX Position: Q4 2016 in Review

Concert Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2016, closing a stake of 17,359 shares — an estimated $230K sold.

Concert Wealth Management first reported a position in BXMX in Q4 2014 and held it in 8 quarters. The position peaked at $683K in Q4 2015. 87 funds tracked by Wall St. Rank hold BXMX as of Q4 2016.

Concert Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 17,359 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2016, an estimated $230K.
Concert Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2014 and held it in 8 quarters.
Concert Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $683K in Q4 2015.
87 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.