LWAC
BXMX

Laurel Wealth Advisors (California)’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Laurel Wealth Advisors (California)’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
-16,000
Closed -$228K – 358
2017
Q4 		$228K Hold
16,000
– – 0.07% 304
2017
Q3 		$223K Hold
16,000
– – 0.07% 271
2017
Q2 		$221K Hold
16,000
– – 0.08% 262
2017
Q1 		$212K Hold
16,000
– – 0.08% 248
2016
Q4 		$203K Buy
+16,000
New +$203K 0.09% 232

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 27.61% 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

Laurel Wealth Advisors (California)'s BXMX Position: Q1 2018 in Review

Laurel Wealth Advisors (California) sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2018, closing a stake of 16,000 shares — an estimated $228K sold.

Laurel Wealth Advisors (California) first reported a position in BXMX in Q4 2016 and held it in 5 quarters. The position peaked at $228K in Q4 2017. 94 funds tracked by Wall St. Rank hold BXMX as of Q1 2018.

  • Laurel Wealth Advisors (California) reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2018 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 16,000 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2018, an estimated $228K.
  • Laurel Wealth Advisors (California) first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2016 and held it in 5 quarters.
  • Laurel Wealth Advisors (California)'s Nuveen S&P 500 Buy-Write Income Fund position peaked at $228K 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 Laurel Wealth Advisors (California)'s 13F filing for Q1 2018, filed 16 May 2018.