MGWM
DIAX

Marks Group Wealth Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Marks Group Wealth Management’s Portfolio DIAX Stock Details DIAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-93,200
Closed -$1.17M – 242
2020
Q1 		$1.17M Hold
93,200
– – 0.3% 113
2019
Q4 		$1.65M Buy
+93,200
New +$1.66M 0.32% 113

Other funds holding DIAX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Marks Group Wealth Management's DIAX Position: Q2 2020 in Review

Marks Group Wealth Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2020, closing a stake of 93,200 shares — an estimated $1.17M sold.

Marks Group Wealth Management first reported a position in DIAX in Q4 2019 and held it in 2 quarters. The position peaked at $1.65M in Q4 2019. 78 funds tracked by Wall St. Rank hold DIAX as of Q2 2020.

  • Marks Group Wealth Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2020 after selling out during the quarter.
  • Marks Group Wealth Management sold 93,200 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2020, an estimated $1.17M.
  • Marks Group Wealth Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2019 and held it in 2 quarters.
  • Marks Group Wealth Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $1.65M in Q4 2019.
  • 78 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2020.

Based on Marks Group Wealth Management's 13F filing for Q2 2020, filed 10 Aug 2020.