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Ground Swell Capital’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Ground Swell Capital’s Portfolio SPXX Stock Details SPXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$3K Buy
+243
New +$3.5K 0.01% 1765

Other funds holding SPXX

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Ground Swell Capital's SPXX Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2014: 243 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #1765 among its holdings.

37 funds tracked by Wall St. Rank hold SPXX as of Q3 2014.

  • Ground Swell Capital held 243 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $3K as of Q3 2014.
  • Nuveen S&P 500 Dynamic Overwrite Fund was a new Ground Swell Capital position in Q3 2014.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1765 holding.
  • 37 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.