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Kistler-Tiffany Companies’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Kistler-Tiffany Companies’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
2014
Q4 		– Sell
-1,430
Closed -$20K – 621
2014
Q3 		$20K Buy
+1,430
New +$20.6K 0.01% 368

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UBS Group
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Wells Fargo
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MIG
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RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
PPA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Kistler-Tiffany Companies sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q4 2014, closing a stake of 1,430 shares — an estimated $20K sold.

Kistler-Tiffany Companies first reported a position in SPXX in Q3 2014 and held it in 1 quarter. The position peaked at $20K in Q3 2014. 32 funds tracked by Wall St. Rank hold SPXX as of Q4 2014.

  • Kistler-Tiffany Companies reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q4 2014 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 1,430 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q4 2014, an estimated $20K.
  • Kistler-Tiffany Companies first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2014 and held it in 1 quarter.
  • Kistler-Tiffany Companies's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $20K in Q3 2014.
  • 32 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2014.

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