Glenmede Trust’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Glenmede Trust’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 Q2	–	Sell	-2,000	Closed	-$25K	–	2329
2014 Q1	$25K	Hold	2,000	–	–	﹤0.01%	1834
2013 Q4	$25K	Hold	2,000	–	–	﹤0.01%	1789
2013 Q3	$24K	Hold	2,000	–	–	﹤0.01%	1756
2013 Q2	$25K	Buy	+2,000	New	+$25.5K	﹤0.01%	1671

Other funds holding BXMX

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

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

CFN

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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

Glenmede Trust's BXMX Position: Q2 2014 in Review

Glenmede Trust sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2014, closing a stake of 2,000 shares — an estimated $25K sold.

Glenmede Trust first reported a position in BXMX in Q2 2013 and held it in 4 quarters. The position peaked at $25K in Q1 2014. 55 funds tracked by Wall St. Rank hold BXMX as of Q2 2014.

Glenmede Trust reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2014 after selling out during the quarter.
Glenmede Trust sold 2,000 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2014, an estimated $25K.
Glenmede Trust first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and held it in 4 quarters.
Glenmede Trust's Nuveen S&P 500 Buy-Write Income Fund position peaked at $25K in Q1 2014.
55 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2014.

Based on Glenmede Trust's 13F filing for Q2 2014, filed 13 Aug 2014.