Flagship Harbor Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Flagship Harbor Advisors’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
2020 Q4	–	Sell	-2,545	Closed	-$28K	–	706
2020 Q3	$28K	Hold	2,545	–	–	﹤0.01%	1032
2020 Q2	$27K	Hold	2,545	–	–	﹤0.01%	1038
2020 Q1	$26K	Hold	2,545	–	–	0.01%	946
2019 Q4	$35K	Hold	2,545	–	–	0.01%	917
2019 Q3	$33K	Hold	2,545	–	–	0.01%	907
2019 Q2	$33K	Hold	2,545	–	–	0.01%	890
2019 Q1	$33K	Hold	2,545	–	–	0.01%	883
2018 Q4	$30K	Hold	2,545	–	–	0.01%	862
2018 Q3	$37K	Hold	2,545	–	–	0.01%	906
2018 Q2	$35K	Buy	+2,545	New	+$35.6K	0.01%	908

Other funds holding BXMX

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Flagship Harbor Advisors's BXMX Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2020, closing a stake of 2,545 shares — an estimated $28K sold.

Flagship Harbor Advisors first reported a position in BXMX in Q2 2018 and held it in 10 quarters. The position peaked at $37K in Q3 2018. 122 funds tracked by Wall St. Rank hold BXMX as of Q4 2020.

Flagship Harbor Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 2,545 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2020, an estimated $28K.
Flagship Harbor Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2018 and held it in 10 quarters.
Flagship Harbor Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $37K in Q3 2018.
122 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.