MIG
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Mariner Investment Group’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Mariner Investment Group’s Portfolio SPXX Stock Details SPXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-192,152
Closed -$2.63M – 229
2015
Q2 		$2.63M Buy
192,152
+22,203
+13% +$313K 0.67% 54
2015
Q1 		$2.37M Sell
169,949
-16,315
-9% -$232K 0.64% 56
2014
Q4 		$2.66M Buy
+186,264
New +$2.65M 0.45% 65

Other funds holding SPXX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Mariner Investment Group's SPXX Position: Q3 2015 in Review

Mariner Investment Group sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2015, closing a stake of 192,152 shares — an estimated $2.63M sold.

Mariner Investment Group first reported a position in SPXX in Q4 2014 and held it in 3 quarters. The position peaked at $2.66M in Q4 2014. 33 funds tracked by Wall St. Rank hold SPXX as of Q3 2015.

  • Mariner Investment Group reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q3 2015 after selling out during the quarter.
  • Mariner Investment Group sold 192,152 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2015, an estimated $2.63M.
  • Mariner Investment Group first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2014 and held it in 3 quarters.
  • Mariner Investment Group's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $2.66M in Q4 2014.
  • 33 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2015.

Based on Mariner Investment Group's 13F filing for Q3 2015, filed 6 Nov 2015.