FNBT
DIAX

FineMark National Bank & Trust’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

FineMark National Bank & Trust’s Portfolio DIAX Stock Details DIAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,296
Closed -$19K – 1330
2016
Q2 		$19K Buy
+1,296
New +$18.4K ﹤0.01% 832

Other funds holding DIAX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FineMark National Bank & Trust's DIAX Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q3 2016, closing a stake of 1,296 shares — an estimated $19K sold.

FineMark National Bank & Trust first reported a position in DIAX in Q2 2016 and held it in 1 quarter. The position peaked at $19K in Q2 2016. 51 funds tracked by Wall St. Rank hold DIAX as of Q3 2016.

  • FineMark National Bank & Trust reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q3 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,296 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q3 2016, an estimated $19K.
  • FineMark National Bank & Trust first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q2 2016 and held it in 1 quarter.
  • FineMark National Bank & Trust's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $19K in Q2 2016.
  • 51 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.