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FineMark National Bank & Trust’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

FineMark National Bank & Trust’s Portfolio QQQX Stock Details QQQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-3,000
Closed -$54K – 1398
2016
Q2 		$54K Buy
+3,000
New +$54K 0.01% 581

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q3 2016, closing a stake of 3,000 shares — an estimated $54K sold.

FineMark National Bank & Trust first reported a position in QQQX in Q2 2016 and held it in 1 quarter. The position peaked at $54K in Q2 2016. 55 funds tracked by Wall St. Rank hold QQQX as of Q3 2016.

  • FineMark National Bank & Trust reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q3 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 3,000 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q3 2016, an estimated $54K.
  • FineMark National Bank & Trust first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2016 and held it in 1 quarter.
  • FineMark National Bank & Trust's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $54K in Q2 2016.
  • 55 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2016.

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