LA
BXMX

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

LVW Advisors’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
Q2 		– Sell
-11,481
Closed -$153K – 145
2018
Q1 		$153K Sell
11,481
-32,731
-74% -$452K 0.05% 139
2017
Q4 		$630K Buy
44,212
+664
+2% +$9.32K 0.18% 76
2017
Q3 		$609K Buy
43,548
+4,628
+12% +$64.1K 0.24% 73
2017
Q2 		$539K Sell
38,920
-19,125
-33% -$265K 0.19% 66
2017
Q1 		$769K Sell
58,045
-5,227
-8% -$69K 0.28% 54
2016
Q4 		$805K Buy
63,272
+4,087
+7% +$52K 0.28% 53
2016
Q3 		$784K Buy
59,185
+2,253
+4% +$29.5K 0.26% 52
2016
Q2 		$742K Buy
56,932
+17,920
+46% +$229K 0.28% 51
2016
Q1 		$496K Sell
39,012
-728
-2% -$8.92K 0.16% 75
2015
Q4 		$534K Buy
39,740
+418
+1% +$5.35K 0.21% 65
2015
Q3 		$475K Sell
39,322
-18,840
-32% -$240K 0.22% 71
2015
Q2 		$746K Buy
58,162
+201
+0.3% +$2.58K 0.32% 59
2015
Q1 		$742K Sell
57,961
-5,059
-8% -$65.3K 0.35% 56
2014
Q4 		$763K Buy
+63,020
New +$801K 0.42% 53

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 25.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LVW Advisors's BXMX Position: Q2 2018 in Review

LVW Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2018, closing a stake of 11,481 shares — an estimated $153K sold.

LVW Advisors first reported a position in BXMX in Q4 2014 and held it in 14 quarters. The position peaked at $805K in Q4 2016. 102 funds tracked by Wall St. Rank hold BXMX as of Q2 2018.

  • LVW Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2018 after selling out during the quarter.
  • LVW Advisors sold 11,481 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2018, an estimated $153K.
  • LVW Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2014 and held it in 14 quarters.
  • LVW Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $805K in Q4 2016.
  • 102 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2018.

Based on LVW Advisors's 13F filing for Q2 2018, filed 31 Jul 2018.