Gary Goldberg Planning Services’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Gary Goldberg Planning 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 Q4	$1.47M	Buy	+121,216	New	+$1.54M	0.62%	40

Other funds holding BXMX

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

CFN

Cordasco Financial Network Naples, Florida $138M AUM 10.5% 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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Gary Goldberg Planning Services's BXMX Position: Q4 2014 in Review

Gary Goldberg Planning Services opened a new position in Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2014: 121,216 shares worth $1.47M. The stake represents 0.62% of the portfolio and ranks #40 among its holdings.

79 funds tracked by Wall St. Rank hold BXMX as of Q4 2014.

Gary Goldberg Planning Services held 121,216 shares of Nuveen S&P 500 Buy-Write Income Fund worth $1.47M as of Q4 2014.
Nuveen S&P 500 Buy-Write Income Fund was a new Gary Goldberg Planning Services position in Q4 2014.
Nuveen S&P 500 Buy-Write Income Fund made up 0.62% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #40 holding.
79 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.