CRC
BXMX

Curi RMB Capital’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Curi RMB Capital’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
2020
Q3 		– Sell
-16,066
Closed -$177K – 608
2020
Q2 		$177K Buy
+16,066
New +$175K 0.01% 552
2017
Q1 		– Sell
-62,338
Closed -$793K – 563
2016
Q4 		$793K Buy
+62,338
New +$793K 0.04% 267

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Curi RMB Capital's BXMX Position: Q3 2020 in Review

Curi RMB Capital sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2020, closing a stake of 16,066 shares — an estimated $177K sold.

Curi RMB Capital first reported a position in BXMX in Q4 2016 and held it in 2 quarters. The position peaked at $793K in Q4 2016. 119 funds tracked by Wall St. Rank hold BXMX as of Q3 2020.

  • Curi RMB Capital reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2020 after selling out during the quarter.
  • Curi RMB Capital sold 16,066 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2020, an estimated $177K.
  • Curi RMB Capital first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2016 and held it in 2 quarters.
  • Curi RMB Capital's Nuveen S&P 500 Buy-Write Income Fund position peaked at $793K in Q4 2016.
  • 119 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2020.

Based on Curi RMB Capital's 13F filing for Q3 2020, filed 10 Nov 2020.