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FineMark National Bank & Trust’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

FineMark National Bank & Trust’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
2016
Q3 		– Sell
-1,200
Closed -$16K – 1412
2016
Q2 		$16K Buy
+1,200
New +$16.2K ﹤0.01% 865

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GC
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Wells Fargo
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AWMS
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SFS
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RJFSA
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ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2016, closing a stake of 1,200 shares — an estimated $16K sold.

FineMark National Bank & Trust first reported a position in SPXX in Q2 2016 and held it in 1 quarter. The position peaked at $16K in Q2 2016. 40 funds tracked by Wall St. Rank hold SPXX as of Q3 2016.

  • FineMark National Bank & Trust reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q3 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,200 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2016, an estimated $16K.
  • FineMark National Bank & Trust first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2016 and held it in 1 quarter.
  • FineMark National Bank & Trust's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $16K in Q2 2016.
  • 40 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2016.

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