Lehman Financial Resources’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-293	Closed	-$3K	–	99
2015 Q3	$3K	Hold	293	–	–	﹤0.01%	386
2015 Q2	$3K	Hold	293	–	–	﹤0.01%	379
2015 Q1	$4K	Hold	293	–	–	﹤0.01%	363
2014 Q4	$4K	Buy	+293	New	+$3.73K	﹤0.01%	353

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFN

Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Lehman Financial Resources's BXMX Position: Q4 2015 in Review

Lehman Financial Resources sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2015, closing a stake of 293 shares — an estimated $3K sold.

Lehman Financial Resources first reported a position in BXMX in Q4 2014 and held it in 4 quarters. The position peaked at $4K in Q1 2015. 80 funds tracked by Wall St. Rank hold BXMX as of Q4 2015.

Lehman Financial Resources reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 293 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2015, an estimated $3K.
Lehman Financial Resources first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2014 and held it in 4 quarters.
Lehman Financial Resources's Nuveen S&P 500 Buy-Write Income Fund position peaked at $4K in Q1 2015.
80 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.