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DIAX

Grove Bank & Trust’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Grove Bank & Trust’s Portfolio DIAX Stock Details DIAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,600
Closed -$30K – 241
2017
Q4 		$30K Buy
+1,600
New +$28.6K 0.01% 346

Other funds holding DIAX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Grove Bank & Trust's DIAX Position: Q1 2018 in Review

Grove Bank & Trust sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2018, closing a stake of 1,600 shares — an estimated $30K sold.

Grove Bank & Trust first reported a position in DIAX in Q4 2017 and held it in 1 quarter. The position peaked at $30K in Q4 2017. 68 funds tracked by Wall St. Rank hold DIAX as of Q1 2018.

  • Grove Bank & Trust reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2018 after selling out during the quarter.
  • Grove Bank & Trust sold 1,600 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2018, an estimated $30K.
  • Grove Bank & Trust first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2017 and held it in 1 quarter.
  • Grove Bank & Trust's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $30K in Q4 2017.
  • 68 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2018.

Based on Grove Bank & Trust's 13F filing for Q1 2018, filed 7 May 2018.