FinTrust Investment Advisory Services’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

FinTrust Investment Advisory Services’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
2018 Q1	$236K	Hold	13,769	–	–	0.22%	99
2017 Q4	$238K	Hold	13,769	–	–	0.21%	98
2017 Q3	$215K	Buy	+13,769	New	+$212K	0.21%	103

Other funds holding SPXX

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

FinTrust Investment Advisory Services's SPXX Position: Q1 2018 in Review

FinTrust Investment Advisory Services held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q1 2018 at 13,769 shares worth $236K. The position accounts for 0.22% of the portfolio, ranked #99.

FinTrust Investment Advisory Services first reported a position in SPXX in Q3 2017 and has held it in 3 quarters since. The position peaked at $238K in Q4 2017. 37 funds tracked by Wall St. Rank hold SPXX as of Q1 2018.

FinTrust Investment Advisory Services held 13,769 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $236K as of Q1 2018.
FinTrust Investment Advisory Services left its Nuveen S&P 500 Dynamic Overwrite Fund share count unchanged in Q1 2018.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.22% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #99 holding.
FinTrust Investment Advisory Services first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2017 and has held it in 3 quarters since.
FinTrust Investment Advisory Services's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $238K in Q4 2017.
37 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.