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

Gables 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
2020 Q4	–	Sell	-1,600	Closed	-$18K	–	360
2020 Q3	$18K	Hold	1,600	–	–	0.01%	273
2020 Q2	$18K	Hold	1,600	–	–	0.01%	258
2020 Q1	$16K	Hold	1,600	–	–	0.01%	264
2019 Q4	$22K	Buy	+1,600	New	+$21.6K	0.01%	247
2019 Q1	–	Sell	-1,600	Closed	-$19K	–	349
2018 Q4	$19K	Hold	1,600	–	–	0.02%	235
2018 Q3	$23K	Hold	1,600	–	–	0.02%	235
2018 Q2	$23K	Buy	+1,600	New	+$22.4K	0.02%	234

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DBT

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

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

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

Gables Capital Management's BXMX Position: Q4 2020 in Review

Gables Capital Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2020, closing a stake of 1,600 shares — an estimated $18K sold.

Gables Capital Management first reported a position in BXMX in Q2 2018 and held it in 7 quarters. The position peaked at $23K in Q3 2018. 122 funds tracked by Wall St. Rank hold BXMX as of Q4 2020.

Gables Capital Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2020 after selling out during the quarter.
Gables Capital Management sold 1,600 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2020, an estimated $18K.
Gables Capital Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2018 and held it in 7 quarters.
Gables Capital Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $23K 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 Gables Capital Management's 13F filing for Q4 2020, filed 3 Feb 2021.