KIM
SPXX icon

Karpus Investment Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Karpus Investment Management’s Portfolio SPXX Stock Details SPXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-32,149
Closed -$460K – 206
2014
Q4 		$460K Buy
+32,149
New +$457K 0.02% 167

Other funds holding SPXX

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Karpus Investment Management's SPXX Position: Q1 2015 in Review

Karpus Investment Management sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2015, closing a stake of 32,149 shares — an estimated $460K sold.

Karpus Investment Management first reported a position in SPXX in Q4 2014 and held it in 1 quarter. The position peaked at $460K in Q4 2014. 40 funds tracked by Wall St. Rank hold SPXX as of Q1 2015.

  • Karpus Investment Management reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q1 2015 after selling out during the quarter.
  • Karpus Investment Management sold 32,149 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2015, an estimated $460K.
  • Karpus Investment Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2014 and held it in 1 quarter.
  • Karpus Investment Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $460K in Q4 2014.
  • 40 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2015.

Based on Karpus Investment Management's 13F filing for Q1 2015, filed 15 May 2015.