KIM
BXMX

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

Karpus Investment 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
2019
Q1 		– Sell
-48,295
Closed -$583K – 209
2018
Q4 		$583K Buy
+48,295
New +$636K 0.02% 164

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Karpus Investment Management's BXMX Position: Q1 2019 in Review

Karpus Investment Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2019, closing a stake of 48,295 shares — an estimated $583K sold.

Karpus Investment Management first reported a position in BXMX in Q4 2018 and held it in 1 quarter. The position peaked at $583K in Q4 2018. 109 funds tracked by Wall St. Rank hold BXMX as of Q1 2019.

  • Karpus Investment Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2019 after selling out during the quarter.
  • Karpus Investment Management sold 48,295 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2019, an estimated $583K.
  • Karpus Investment Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2018 and held it in 1 quarter.
  • Karpus Investment Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $583K in Q4 2018.
  • 109 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2019.

Based on Karpus Investment Management's 13F filing for Q1 2019, filed 15 May 2019.