CWM
BXMX

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

Cornerstone 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
2018
Q4 		– Sell
-45,959
Closed -$3.3M – 443
2018
Q3 		$3.3M Buy
45,959
+5,363
+13% +$77K 0.04% 377
2018
Q2 		$2.87M Buy
+40,596
New +$567K 0.03% 435

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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cornerstone Wealth Management's BXMX Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2018, closing a stake of 45,959 shares — an estimated $3.3M sold.

Cornerstone Wealth Management first reported a position in BXMX in Q2 2018 and held it in 2 quarters. The position peaked at $3.3M in Q3 2018. 109 funds tracked by Wall St. Rank hold BXMX as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 45,959 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2018, an estimated $3.3M.
  • Cornerstone Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $3.3M in Q3 2018.
  • 109 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.