CWM
DIAX

Cornerstone Wealth Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Cornerstone Wealth Management’s Portfolio DIAX Stock Details DIAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-20,325
Closed -$1.19M – 521
2018
Q3 		$1.19M Sell
20,325
-1,940
-9% -$37.2K 0.02% 660
2018
Q2 		$1.19M Buy
+22,265
New +$419K 0.01% 708

Other funds holding DIAX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q4 2018, closing a stake of 20,325 shares — an estimated $1.19M sold.

Cornerstone Wealth Management first reported a position in DIAX in Q2 2018 and held it in 2 quarters. The position peaked at $1.19M in Q3 2018. 84 funds tracked by Wall St. Rank hold DIAX as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 20,325 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q4 2018, an estimated $1.19M.
  • Cornerstone Wealth Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $1.19M in Q3 2018.
  • 84 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2018.

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