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

Destination 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
2019 Q3	–	Sell	-6,073	Closed	-$81K	–	192
2019 Q2	$81K	Buy	6,073 +105	+2%	+$1.38K	﹤0.01%	211
2019 Q1	$79K	Buy	5,968 +119	+2%	+$1.54K	﹤0.01%	214
2018 Q4	$71K	Buy	5,849 +97	+2%	+$1.28K	﹤0.01%	221
2018 Q3	$83K	Buy	5,752 +97	+2%	+$1.39K	﹤0.01%	226
2018 Q2	$80K	Hold	5,655	–	–	﹤0.01%	211
2018 Q1	$75K	Buy	+5,655	New	+$78K	﹤0.01%	216

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Destination Wealth Management's BXMX Position: Q3 2019 in Review

Destination Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2019, closing a stake of 6,073 shares — an estimated $81K sold.

Destination Wealth Management first reported a position in BXMX in Q1 2018 and held it in 6 quarters. The position peaked at $83K in Q3 2018. 100 funds tracked by Wall St. Rank hold BXMX as of Q3 2019.

Destination Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 6,073 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2019, an estimated $81K.
Destination Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $83K in Q3 2018.
100 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.