KIA
BXMX

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

KCM Investment Advisors’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
2018
Q1 		– Sell
-16,784
Closed -$239K – 523
2017
Q4 		$239K Buy
+16,784
New +$236K 0.01% 471

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KCM Investment Advisors's BXMX Position: Q1 2018 in Review

KCM Investment Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2018, closing a stake of 16,784 shares — an estimated $239K sold.

KCM Investment Advisors first reported a position in BXMX in Q4 2017 and held it in 1 quarter. The position peaked at $239K in Q4 2017. 94 funds tracked by Wall St. Rank hold BXMX as of Q1 2018.

  • KCM Investment Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2018 after selling out during the quarter.
  • KCM Investment Advisors sold 16,784 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2018, an estimated $239K.
  • KCM Investment Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2017 and held it in 1 quarter.
  • KCM Investment Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $239K in Q4 2017.
  • 94 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2018.

Based on KCM Investment Advisors's 13F filing for Q1 2018, filed 9 May 2018.