KTC
BXMX

Kistler-Tiffany Companies’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Kistler-Tiffany Companies’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
2014
Q4 		– Sell
-1,190
Closed -$15K – 592
2014
Q3 		$15K Buy
+1,190
New +$15.5K 0.01% 400

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Kistler-Tiffany Companies's BXMX Position: Q4 2014 in Review

Kistler-Tiffany Companies sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2014, closing a stake of 1,190 shares — an estimated $15K sold.

Kistler-Tiffany Companies first reported a position in BXMX in Q3 2014 and held it in 1 quarter. The position peaked at $15K in Q3 2014. 79 funds tracked by Wall St. Rank hold BXMX as of Q4 2014.

  • Kistler-Tiffany Companies reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2014 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 1,190 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2014, an estimated $15K.
  • Kistler-Tiffany Companies first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2014 and held it in 1 quarter.
  • Kistler-Tiffany Companies's Nuveen S&P 500 Buy-Write Income Fund position peaked at $15K in Q3 2014.
  • 79 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2014.

Based on Kistler-Tiffany Companies's 13F filing for Q4 2014, filed 29 Jan 2015.