GWM
BXMX

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

Gupta Wealth 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
2015
Q4 		– Sell
-1,000
Closed -$12K – 1251
2015
Q3 		$12K Hold
1,000
– – ﹤0.01% 862
2015
Q2 		$13K Buy
+1,000
New +$12.8K ﹤0.01% 837

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Gupta Wealth Management's BXMX Position: Q4 2015 in Review

Gupta Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2015, closing a stake of 1,000 shares — an estimated $12K sold.

Gupta Wealth Management first reported a position in BXMX in Q2 2015 and held it in 2 quarters. The position peaked at $13K in Q2 2015. 80 funds tracked by Wall St. Rank hold BXMX as of Q4 2015.

  • Gupta Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 1,000 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2015, an estimated $12K.
  • Gupta Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2015 and held it in 2 quarters.
  • Gupta Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $13K in Q2 2015.
  • 80 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.