KTC
DIAX

Kistler-Tiffany Companies’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Kistler-Tiffany Companies’s Portfolio DIAX Stock Details DIAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-52
Closed -$1K – 600
2015
Q3 		$1K Hold
52
– – ﹤0.01% 566
2015
Q2 		$1K Hold
52
– – ﹤0.01% 576
2015
Q1 		$1K Hold
52
– – ﹤0.01% 551
2014
Q4 		$1K Buy
+52
New +$838 ﹤0.01% 557

Other funds holding DIAX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Kistler-Tiffany Companies's DIAX Position: Q4 2015 in Review

Kistler-Tiffany Companies sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q4 2015, closing a stake of 52 shares — an estimated $1K sold.

Kistler-Tiffany Companies first reported a position in DIAX in Q4 2014 and held it in 4 quarters. The position peaked at $1K in Q3 2015. 60 funds tracked by Wall St. Rank hold DIAX as of Q4 2015.

  • Kistler-Tiffany Companies reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q4 2015 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 52 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q4 2015, an estimated $1K.
  • Kistler-Tiffany Companies first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2014 and held it in 4 quarters.
  • Kistler-Tiffany Companies's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $1K in Q3 2015.
  • 60 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2015.

Based on Kistler-Tiffany Companies's 13F filing for Q4 2015, filed 6 Jan 2016.