Doliver Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Doliver Advisors’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
2018 Q4	–	Sell	-39,469	Closed	-$667K	–	208
2018 Q3	$667K	Buy	39,469 +18,861	+92%	+$320K	0.27%	50
2018 Q2	$344K	Buy	+20,608	New	+$372K	0.14%	101
2015 Q2	–	Sell	-40,667	Closed	-$568K	–	320
2015 Q1	$568K	Buy	+40,667	New	+$579K	0.37%	97
2014 Q4	–	Sell	-13,845	Closed	-$195K	–	292
2014 Q3	$195K	Sell	13,845 -653	-5%	-$9.4K	0.13%	233
2014 Q2	$210K	Sell	14,498 -5,354	-27%	-$77.3K	0.18%	190
2014 Q1	$281K	Sell	19,852 -26,302	-57%	-$373K	0.18%	173
2013 Q4	$652K	Buy	46,154 +5,921	+15%	+$83.1K	0.42%	94
2013 Q3	$543K	Buy	40,233 +12,922	+47%	+$180K	0.33%	114
2013 Q2	$377K	Buy	+27,311	New	+$378K	0.22%	202

Other funds holding SPXX

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

RJFSA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Doliver Advisors's SPXX Position: Q4 2018 in Review

Doliver Advisors sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q4 2018, closing a stake of 39,469 shares — an estimated $667K sold.

Doliver Advisors first reported a position in SPXX in Q2 2013 and held it in 9 quarters. The position peaked at $667K in Q3 2018. 47 funds tracked by Wall St. Rank hold SPXX as of Q4 2018.

Doliver Advisors reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q4 2018 after selling out during the quarter.
Doliver Advisors sold 39,469 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q4 2018, an estimated $667K.
Doliver Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2013 and held it in 9 quarters.
Doliver Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $667K in Q3 2018.
47 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2018.

Based on Doliver Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.