HPC
BXMX

HM Payson & Co’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

HM Payson & Co’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
2020
Q2 		– Sell
-1,965
Closed -$20K – 870
2020
Q1 		$20K Hold
1,965
– – ﹤0.01% 640
2019
Q4 		$27K Hold
1,965
– – ﹤0.01% 679
2019
Q3 		$26K Buy
+1,965
New +$25.7K ﹤0.01% 688
2019
Q2 		– Hold
0
– – – 695

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HM Payson & Co's BXMX Position: Q2 2020 in Review

HM Payson & Co sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2020, closing a stake of 1,965 shares — an estimated $20K sold.

HM Payson & Co first reported a position in BXMX in Q3 2019 and held it in 3 quarters. The position peaked at $27K in Q4 2019. 113 funds tracked by Wall St. Rank hold BXMX as of Q2 2020.

  • HM Payson & Co reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2020 after selling out during the quarter.
  • HM Payson & Co sold 1,965 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2020, an estimated $20K.
  • HM Payson & Co first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2019 and held it in 3 quarters.
  • HM Payson & Co's Nuveen S&P 500 Buy-Write Income Fund position peaked at $27K in Q4 2019.
  • 113 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2020.

Based on HM Payson & Co's 13F filing for Q2 2020, filed 13 Aug 2020.