Fidelity Investments
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Fidelity Investments’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Fidelity Investments’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
2020
Q1 		– Sell
-1
Closed – – 4229
2019
Q4 		$0 Buy
+1
New +$16 ﹤0.01% 4236
2019
Q1 		– Sell
-1
Closed – – 4176
2018
Q4 		$0 Buy
+1
New +$15 ﹤0.01% 4116

Other funds holding SPXX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Fidelity Investments's SPXX Position: Q1 2020 in Review

Fidelity Investments sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2020, closing a stake of 1 share.

Fidelity Investments first reported a position in SPXX in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 51 funds tracked by Wall St. Rank hold SPXX as of Q1 2020.

  • Fidelity Investments reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q1 2020 after selling out during the quarter.
  • Fidelity Investments sold 1 Nuveen S&P 500 Dynamic Overwrite Fund share in Q1 2020.
  • Fidelity Investments first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2018 and held it in 2 quarters.
  • Fidelity Investments's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $0 in Q4 2019.
  • 51 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2020.

Based on Fidelity Investments's 13F filing for Q1 2020, filed 14 May 2020.