First City Capital Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

First City Capital Management’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
2016 Q2	–	Sell	-1,259	Closed	-$16K	–	191
2016 Q1	$16K	Buy	+1,259	New	+$15.4K	0.01%	401
2015 Q4	–	Sell	-1,259	Closed	-$15.2K	–	673
2015 Q3	$15.2K	Buy	+1,259	New	+$16K	0.01%	407
2015 Q2	–	Sell	-1,259	Closed	-$16.1K	–	613
2015 Q1	$16.1K	Hold	1,259	–	–	0.01%	382
2014 Q4	$15.2K	Hold	1,259	–	–	0.01%	403
2014 Q3	$16.1K	Hold	1,259	–	–	0.01%	388
2014 Q2	$16.5K	Buy	+1,259	New	+$16.2K	0.01%	403

Other funds holding BXMX

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

First City Capital Management's BXMX Position: Q2 2016 in Review

First City Capital Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2016, closing a stake of 1,259 shares — an estimated $16K sold.

First City Capital Management first reported a position in BXMX in Q2 2014 and held it in 6 quarters. The position peaked at $16.5K in Q2 2014. 83 funds tracked by Wall St. Rank hold BXMX as of Q2 2016.

First City Capital Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2016 after selling out during the quarter.
First City Capital Management sold 1,259 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2016, an estimated $16K.
First City Capital Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2014 and held it in 6 quarters.
First City Capital Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $16.5K in Q2 2014.
83 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2016.

Based on First City Capital Management's 13F filing for Q2 2016, filed 16 Aug 2016.