First Allied Advisory Services’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

First Allied Advisory Services’s Portfolio BXMX Stock Details BXMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-37,230	Closed	-$485K	–	1031
2014 Q2	$485K	Sell	37,230 -100	-0.3%	-$1.28K	0.04%	532
2014 Q1	$472K	Sell	37,330 -1,000	-3%	-$12.5K	0.04%	540
2013 Q4	$486K	Buy	38,330 +5,000	+15%	+$62K	0.04%	509
2013 Q3	$400K	Hold	33,330	–	–	0.02%	624
2013 Q2	$423K	Buy	+33,330	New	+$424K	0.03%	546

Other funds holding BXMX

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

CFN

Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

First Allied Advisory Services's BXMX Position: Q3 2014 in Review

First Allied Advisory Services sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2014, closing a stake of 37,230 shares — an estimated $485K sold.

First Allied Advisory Services first reported a position in BXMX in Q2 2013 and held it in 5 quarters. The position peaked at $486K in Q4 2013. 51 funds tracked by Wall St. Rank hold BXMX as of Q3 2014.

First Allied Advisory Services reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2014 after selling out during the quarter.
First Allied Advisory Services sold 37,230 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2014, an estimated $485K.
First Allied Advisory Services first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and held it in 5 quarters.
First Allied Advisory Services's Nuveen S&P 500 Buy-Write Income Fund position peaked at $486K in Q4 2013.
51 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2014.

Based on First Allied Advisory Services's 13F filing for Q3 2014, filed 12 Nov 2014.