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

JRM Investment Counsel’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 Q1	–	Sell	-15,248	Closed	-$210K	–	22
2019 Q4	$210K	Sell	15,248 -34,996	-70%	-$473K	0.13%	29
2019 Q3	$657K	Sell	50,244 -7,979	-14%	-$104K	0.44%	23
2019 Q2	$776K	Sell	58,223 -62,813	-52%	-$825K	0.54%	25
2019 Q1	$1.6M	Sell	121,036 -12,099	-9%	-$156K	1.17%	23
2018 Q4	$1.61M	Sell	133,135 -52,396	-28%	-$689K	1.26%	21
2018 Q3	$2.67M	Sell	185,531 -2,209	-1%	-$31.7K	1.78%	18
2018 Q2	$2.65M	Sell	187,740 -12,452	-6%	-$174K	2.08%	19
2018 Q1	$2.67M	Sell	200,192 -2,240	-1%	-$30.9K	2.15%	16
2017 Q4	$2.88M	Buy	202,432 +18,776	+10%	+$264K	2.22%	19
2017 Q3	$2.57M	Sell	183,656 -12,405	-6%	-$172K	2.07%	21
2017 Q2	$2.71M	Buy	196,061 +59,266	+43%	+$821K	2.12%	23
2017 Q1	$1.81M	Buy	+136,795	New	+$1.8M	1.52%	24

Other funds holding BXMX

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

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

JRM Investment Counsel's BXMX Position: Q1 2020 in Review

JRM Investment Counsel sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2020, closing a stake of 15,248 shares — an estimated $210K sold.

JRM Investment Counsel first reported a position in BXMX in Q1 2017 and held it in 12 quarters. The position peaked at $2.88M in Q4 2017. 121 funds tracked by Wall St. Rank hold BXMX as of Q1 2020.

JRM Investment Counsel reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2020 after selling out during the quarter.
JRM Investment Counsel sold 15,248 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2020, an estimated $210K.
JRM Investment Counsel first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2017 and held it in 12 quarters.
JRM Investment Counsel's Nuveen S&P 500 Buy-Write Income Fund position peaked at $2.88M in Q4 2017.
121 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2020.

Based on JRM Investment Counsel's 13F filing for Q1 2020, filed 13 May 2020.