JP Morgan Private Wealth Advisors’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DIAX Stock Details DIAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-39,967	Closed	-$710K	–	1476
2018 Q1	$710K	Buy	39,967 +7,115	+22%	+$131K	﹤0.01%	752
2017 Q4	$619K	Buy	32,852 +3,122	+11%	+$55.7K	﹤0.01%	796
2017 Q3	$504K	Buy	29,730 +6,171	+26%	+$103K	﹤0.01%	839
2017 Q2	$389K	Buy	+23,559	New	+$381K	﹤0.01%	917
2016 Q4	–	Sell	-10,624	Closed	-$153K	–	1250
2016 Q3	$153K	Hold	10,624	–	–	﹤0.01%	1170
2016 Q2	$154K	Hold	10,624	–	–	﹤0.01%	1182
2016 Q1	$150K	Sell	10,624 -3,330	-24%	-$44.7K	﹤0.01%	1115
2015 Q4	$200K	Sell	13,954 -5,661	-29%	-$80.7K	﹤0.01%	1020
2015 Q3	$264K	Sell	19,615 -6,105	-24%	-$87.5K	﹤0.01%	834
2015 Q2	$382K	Buy	25,720 +5,500	+27%	+$83.5K	﹤0.01%	765
2015 Q1	$307K	Sell	20,220 -6,678	-25%	-$103K	﹤0.01%	881
2014 Q4	$415K	Buy	+26,898	New	+$433K	0.01%	781

Other funds holding DIAX

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DIAX Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2018, closing a stake of 39,967 shares — an estimated $710K sold.

JP Morgan Private Wealth Advisors first reported a position in DIAX in Q4 2014 and held it in 12 quarters. The position peaked at $710K in Q1 2018. 68 funds tracked by Wall St. Rank hold DIAX as of Q2 2018.

JP Morgan Private Wealth Advisors reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 39,967 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2018, an estimated $710K.
JP Morgan Private Wealth Advisors first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2014 and held it in 12 quarters.
JP Morgan Private Wealth Advisors's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $710K in Q1 2018.
68 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.