FSA
BXMX

Financial Sense Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Financial Sense Advisors’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
Q4 		– Sell
-20,335
Closed -$229K – 104
2020
Q3 		$229K Sell
20,335
-272
-1% -$3.11K 0.09% 88
2020
Q2 		$227K Buy
+20,607
New +$224K 0.08% 86
2018
Q1 		– Sell
-30,207
Closed -$430K – 82
2017
Q4 		$430K Hold
30,207
– – 0.2% 51
2017
Q3 		$422K Hold
30,207
– – 0.22% 46
2017
Q2 		$418K Sell
30,207
-135,725
-82% -$1.88M 0.22% 51
2017
Q1 		$2.2M Buy
165,932
+73,015
+79% +$963K 1.32% 20
2016
Q4 		$1.18M Sell
92,917
-13,072
-12% -$166K 0.75% 29
2016
Q3 		$1.4M Sell
105,989
-16,405
-13% -$215K 0.91% 29
2016
Q2 		$1.59M Sell
122,394
-4,100
-3% -$52.5K 0.9% 27
2016
Q1 		$1.61M Sell
126,494
-17,283
-12% -$212K 0.94% 26
2015
Q4 		$1.93M Buy
+143,777
New +$1.84M 0.9% 35
2015
Q3 		– Hold
0
– – – 37
2015
Q2 		– Hold
0
– – – 54
2015
Q1 		– Hold
0
– – – 59
2014
Q4 		– Sell
-48,800
Closed -$621K – 56
2014
Q3 		$622K Buy
48,800
+750
+2% +$9.76K 0.27% 73
2014
Q2 		$630K Sell
48,050
-2,000
-4% -$25.7K 0.25% 80
2014
Q1 		$632K Buy
50,050
+1,000
+2% +$12.5K 0.27% 78
2013
Q4 		$615K Buy
49,050
+18,500
+61% +$229K 0.26% 73
2013
Q3 		$369K Buy
+30,550
New +$380K 0.16% 98

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Financial Sense Advisors's BXMX Position: Q4 2020 in Review

Financial Sense Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2020, closing a stake of 20,335 shares — an estimated $229K sold.

Financial Sense Advisors first reported a position in BXMX in Q3 2013 and held it in 16 quarters. The position peaked at $2.2M in Q1 2017. 122 funds tracked by Wall St. Rank hold BXMX as of Q4 2020.

  • Financial Sense Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2020 after selling out during the quarter.
  • Financial Sense Advisors sold 20,335 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2020, an estimated $229K.
  • Financial Sense Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2013 and held it in 16 quarters.
  • Financial Sense Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $2.2M in Q1 2017.
  • 122 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2020.

Based on Financial Sense Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.