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Mariner Independent Advisor Network’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Mariner Independent Advisor Network’s Portfolio QQQX Stock Details QQQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-266,394
Closed -$5.46M – 298
2017
Q1 		$5.46M Buy
+266,394
New +$5.37M 0.67% 34

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Independent Advisor Network's QQQX Position: Q2 2017 in Review

Mariner Independent Advisor Network sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2017, closing a stake of 266,394 shares — an estimated $5.46M sold.

Mariner Independent Advisor Network first reported a position in QQQX in Q1 2017 and held it in 1 quarter. The position peaked at $5.46M in Q1 2017. 60 funds tracked by Wall St. Rank hold QQQX as of Q2 2017.

  • Mariner Independent Advisor Network reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2017 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 266,394 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2017, an estimated $5.46M.
  • Mariner Independent Advisor Network first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2017 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $5.46M in Q1 2017.
  • 60 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2017, filed 16 Aug 2017.