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Concert Wealth Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Concert Wealth Management’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
Q4 		– Sell
-13,401
Closed -$185K – 874
2016
Q3 		$185K Sell
13,401
-3,975
-23% -$55.1K 0.02% 662
2016
Q2 		$235K Buy
+17,376
New +$234K 0.03% 550

Other funds holding SPXX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Concert Wealth Management sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q4 2016, closing a stake of 13,401 shares — an estimated $185K sold.

Concert Wealth Management first reported a position in SPXX in Q2 2016 and held it in 2 quarters. The position peaked at $235K in Q2 2016. 36 funds tracked by Wall St. Rank hold SPXX as of Q4 2016.

  • Concert Wealth Management reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 13,401 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q4 2016, an estimated $185K.
  • Concert Wealth Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2016 and held it in 2 quarters.
  • Concert Wealth Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $235K in Q2 2016.
  • 36 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2016.

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