KWMG LLC’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

KWMG LLC’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
2019 Q2	–	Sell	-3,076	Closed	-$41K	–	161
2019 Q1	$41K	Sell	3,076 -100	-3%	-$1.29K	0.01%	185
2018 Q4	$38K	Hold	3,176	–	–	0.01%	182
2018 Q3	$46K	Hold	3,176	–	–	0.01%	167
2018 Q2	$45K	Buy	+3,176	New	+$44.4K	0.01%	171

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

KWMG LLC's BXMX Position: Q2 2019 in Review

KWMG LLC sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2019, closing a stake of 3,076 shares — an estimated $41K sold.

KWMG LLC first reported a position in BXMX in Q2 2018 and held it in 4 quarters. The position peaked at $46K in Q3 2018. 102 funds tracked by Wall St. Rank hold BXMX as of Q2 2019.

KWMG LLC reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 3,076 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2019, an estimated $41K.
KWMG LLC first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2018 and held it in 4 quarters.
KWMG LLC's Nuveen S&P 500 Buy-Write Income Fund position peaked at $46K in Q3 2018.
102 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.