FinTrust Capital Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

FinTrust Capital Advisors’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 Q3	–	Sell	-13,769	Closed	-$177K	–	1201
2020 Q2	$177K	Hold	13,769	–	–	0.07%	227
2020 Q1	$159K	Hold	13,769	–	–	0.08%	216
2019 Q4	$227K	Hold	13,769	–	–	0.09%	197
2019 Q3	$212K	Hold	13,769	–	–	0.07%	205
2019 Q2	$218K	Hold	13,769	–	–	0.09%	182
2019 Q1	$213K	Hold	13,769	–	–	0.09%	178
2018 Q4	$193K	Buy	+13,769	New	+$213K	0.1%	182

Other funds holding SPXX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWM

Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FinTrust Capital Advisors's SPXX Position: Q3 2020 in Review

FinTrust Capital Advisors sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2020, closing a stake of 13,769 shares — an estimated $177K sold.

FinTrust Capital Advisors first reported a position in SPXX in Q4 2018 and held it in 7 quarters. The position peaked at $227K in Q4 2019. 56 funds tracked by Wall St. Rank hold SPXX as of Q3 2020.

FinTrust Capital Advisors reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q3 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 13,769 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2020, an estimated $177K.
FinTrust Capital Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2018 and held it in 7 quarters.
FinTrust Capital Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $227K in Q4 2019.
56 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2020.

Based on FinTrust Capital Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.