I
BXMX

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

IberiaBank’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
2018
Q1 		– Sell
-14,952
Closed -$213K – 218
2017
Q4 		$213K Buy
14,952
+238
+2% +$3.34K 0.03% 228
2017
Q3 		$205K Buy
+14,714
New +$204K 0.03% 214

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IberiaBank's BXMX Position: Q1 2018 in Review

IberiaBank sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2018, closing a stake of 14,952 shares — an estimated $213K sold.

IberiaBank first reported a position in BXMX in Q3 2017 and held it in 2 quarters. The position peaked at $213K in Q4 2017. 94 funds tracked by Wall St. Rank hold BXMX as of Q1 2018.

  • IberiaBank reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2018 after selling out during the quarter.
  • IberiaBank sold 14,952 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2018, an estimated $213K.
  • IberiaBank first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2017 and held it in 2 quarters.
  • IberiaBank's Nuveen S&P 500 Buy-Write Income Fund position peaked at $213K in Q4 2017.
  • 94 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2018.

Based on IberiaBank's 13F filing for Q1 2018, filed 12 Apr 2018.