MCM
BXMX

Maryland Capital Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Maryland Capital Management’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
2014
Q3 		– Sell
-10,700
Closed -$140K – 186
2014
Q2 		$140K Hold
10,700
– – 0.02% 183
2014
Q1 		$135K Hold
10,700
– – 0.02% 172
2013
Q4 		$134K Sell
10,700
-500
-4% -$6.2K 0.02% 208
2013
Q3 		$135K Sell
11,200
-3,200
-22% -$39.8K 0.02% 221
2013
Q2 		$181K Buy
+14,400
New +$183K 0.03% 211

Other funds holding BXMX

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

Maryland Capital Management's BXMX Position: Q3 2014 in Review

Maryland Capital Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2014, closing a stake of 10,700 shares — an estimated $140K sold.

Maryland Capital Management first reported a position in BXMX in Q2 2013 and held it in 5 quarters. The position peaked at $181K in Q2 2013. 51 funds tracked by Wall St. Rank hold BXMX as of Q3 2014.

  • Maryland Capital Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2014 after selling out during the quarter.
  • Maryland Capital Management sold 10,700 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2014, an estimated $140K.
  • Maryland Capital Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and held it in 5 quarters.
  • Maryland Capital Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $181K in Q2 2013.
  • 51 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2014.

Based on Maryland Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.