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

Jacobi Capital 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
2018 Q3	–	Sell	-414	Closed	-$6K	–	981
2018 Q2	$6K	Hold	414	–	–	﹤0.01%	779
2018 Q1	$5K	Buy	414 +8	+2%	+$110	﹤0.01%	795
2017 Q4	$6K	Sell	406 -2,395	-86%	-$33.6K	﹤0.01%	741
2017 Q3	$39K	Buy	2,801 +1,006	+56%	+$13.9K	0.01%	384
2017 Q2	$26K	Buy	+1,795	New	+$24.9K	0.01%	406

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CAN

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

Jacobi Capital Management's BXMX Position: Q3 2018 in Review

Jacobi Capital Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2018, closing a stake of 414 shares — an estimated $6K sold.

Jacobi Capital Management first reported a position in BXMX in Q2 2017 and held it in 5 quarters. The position peaked at $39K in Q3 2017. 103 funds tracked by Wall St. Rank hold BXMX as of Q3 2018.

Jacobi Capital Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2018 after selling out during the quarter.
Jacobi Capital Management sold 414 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2018, an estimated $6K.
Jacobi Capital Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2017 and held it in 5 quarters.
Jacobi Capital Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $39K in Q3 2017.
103 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2018.

Based on Jacobi Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.