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

Kanaly Trust’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
2016 Q4	$19K	Hold	1,468	–	–	﹤0.01%	432
2016 Q3	$19K	Sell	1,468 -253	-15%	-$3.31K	﹤0.01%	426
2016 Q2	$22K	Buy	1,721 +253	+17%	+$3.24K	﹤0.01%	413
2016 Q1	$19K	Hold	1,468	–	–	﹤0.01%	444
2015 Q4	$20K	Hold	1,468	–	–	﹤0.01%	430
2015 Q3	$18K	Hold	1,468	–	–	﹤0.01%	464
2015 Q2	$19K	Hold	1,468	–	–	﹤0.01%	469
2015 Q1	$19K	Hold	1,468	–	–	﹤0.01%	393
2014 Q4	$18K	Buy	+1,468	New	+$18.7K	﹤0.01%	387

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Kanaly Trust's BXMX Position: Q4 2016 in Review

Kanaly Trust held its Nuveen S&P 500 Buy-Write Income Fund (BXMX) position steady in Q4 2016 at 1,468 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Kanaly Trust first reported a position in BXMX in Q4 2014 and has held it in 9 quarters since. The position peaked at $22K in Q2 2016. 87 funds tracked by Wall St. Rank hold BXMX as of Q4 2016.

Kanaly Trust held 1,468 shares of Nuveen S&P 500 Buy-Write Income Fund worth $19K as of Q4 2016.
Kanaly Trust left its Nuveen S&P 500 Buy-Write Income Fund share count unchanged in Q4 2016.
Nuveen S&P 500 Buy-Write Income Fund made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #432 holding.
Kanaly Trust first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2014 and has held it in 9 quarters since.
Kanaly Trust's Nuveen S&P 500 Buy-Write Income Fund position peaked at $22K in Q2 2016.
87 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.