MassMutual Private Wealth & Trust’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

MassMutual Private Wealth & Trust’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
2019 Q3	–	Sell	-750	Closed	-$10K	–	859
2019 Q2	$10K	Hold	750	–	–	﹤0.01%	574
2019 Q1	$9.9K	Hold	750	–	–	﹤0.01%	596
2018 Q4	$9.05K	Hold	750	–	–	﹤0.01%	583
2018 Q3	$10.8K	Hold	750	–	–	﹤0.01%	593
2018 Q2	$10.6K	Hold	750	–	–	﹤0.01%	595
2018 Q1	$9.99K	Sell	750 -150	-17%	-$2.07K	﹤0.01%	596
2017 Q4	$12.8K	Hold	900	–	–	﹤0.01%	585
2017 Q3	$12.6K	Hold	900	–	–	﹤0.01%	725
2017 Q2	$12.5K	Sell	900 -963	-52%	-$13.3K	﹤0.01%	696
2017 Q1	$24.7K	Hold	1,863	–	–	﹤0.01%	564
2016 Q4	$23.7K	Buy	+1,863	New	+$23.7K	﹤0.01%	413
2016 Q2	$24.3K	Sell	1,863 -3,841	-67%	-$49.2K	﹤0.01%	445
2016 Q1	$72.6K	Buy	5,704 +3,312	+138%	+$40.6K	0.01%	349
2015 Q4	$32.1K	Buy	+2,392	New	+$30.6K	﹤0.01%	396

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MassMutual Private Wealth & Trust's BXMX Position: Q3 2019 in Review

MassMutual Private Wealth & Trust sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2019, closing a stake of 750 shares — an estimated $10K sold.

MassMutual Private Wealth & Trust first reported a position in BXMX in Q4 2015 and held it in 14 quarters. The position peaked at $72.6K in Q1 2016. 100 funds tracked by Wall St. Rank hold BXMX as of Q3 2019.

MassMutual Private Wealth & Trust reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2019 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 750 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2019, an estimated $10K.
MassMutual Private Wealth & Trust first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2015 and held it in 14 quarters.
MassMutual Private Wealth & Trust's Nuveen S&P 500 Buy-Write Income Fund position peaked at $72.6K in Q1 2016.
100 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2019, filed 14 Nov 2019.