HL Financial Services’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

HL Financial 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
2019 Q1	$155K	Sell	11,732 -385	-3%	-$4.98K	﹤0.01%	720
2018 Q4	$146K	Sell	12,117 -2,518	-17%	-$33.1K	﹤0.01%	701
2018 Q3	$210K	Hold	14,635	–	–	﹤0.01%	716
2018 Q2	$206K	Buy	14,635 +1,660	+13%	+$23.2K	﹤0.01%	656
2018 Q1	$173K	Hold	12,975	–	–	﹤0.01%	677
2017 Q4	$185K	Sell	12,975 -3,438	-21%	-$48.3K	﹤0.01%	594
2017 Q3	$229K	Sell	16,413 -354	-2%	-$4.9K	﹤0.01%	625
2017 Q2	$232K	Buy	16,767 +296	+2%	+$4.1K	﹤0.01%	630
2017 Q1	$218K	Hold	16,471	–	–	﹤0.01%	626
2016 Q4	$210K	Buy	16,471 +203	+1%	+$2.58K	﹤0.01%	636
2016 Q3	$215K	Sell	16,268 -433	-3%	-$5.66K	0.01%	610
2016 Q2	$218K	Sell	16,701 -818	-5%	-$10.5K	0.01%	608
2016 Q1	$223K	Buy	17,519 +2,983	+21%	+$36.5K	0.01%	595
2015 Q4	$195K	Buy	14,536 +2,114	+17%	+$27.1K	0.01%	617
2015 Q3	$150K	Buy	+12,422	New	+$158K	﹤0.01%	620

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

HL Financial Services's BXMX Position: Q1 2019 in Review

HL Financial Services reduced its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 3.2% in Q1 2019, selling an estimated $4.98K and leaving 11,732 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

HL Financial Services first reported a position in BXMX in Q3 2015 and has held it in 15 quarters since. The position peaked at $232K in Q2 2017. 109 funds tracked by Wall St. Rank hold BXMX as of Q1 2019.

HL Financial Services held 11,732 shares of Nuveen S&P 500 Buy-Write Income Fund worth $155K as of Q1 2019.
HL Financial Services sold 385 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2019, an estimated $4.98K.
Nuveen S&P 500 Buy-Write Income Fund made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #720 holding.
HL Financial Services first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2015 and has held it in 15 quarters since.
HL Financial Services's Nuveen S&P 500 Buy-Write Income Fund position peaked at $232K in Q2 2017.
109 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.