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

Doyle 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	-1,600	Closed	-$21K	–	273
2019 Q2	$21K	Buy	+1,600	New	+$21K	﹤0.01%	497
2019 Q1	–	Sell	-1,600	Closed	-$19K	–	261
2018 Q4	$19K	Buy	+1,600	New	+$21.1K	﹤0.01%	517

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $672B AUM 33.48% 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 $15.9B AUM 53.4% 1-Year Est. Return

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

Doyle Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2019, closing a stake of 1,600 shares — an estimated $21K sold.

Doyle Wealth Management first reported a position in BXMX in Q4 2018 and held it in 2 quarters. The position peaked at $21K in Q2 2019. 100 funds tracked by Wall St. Rank hold BXMX as of Q3 2019.

Doyle Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,600 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2019, an estimated $21K.
Doyle Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $21K in Q2 2019.
100 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.