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MassMutual Private Wealth & Trust’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

MassMutual Private Wealth & Trust’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
2016
Q2 		$149 Hold
11
– – ﹤0.01% 796
2016
Q1 		$147 Buy
+11
New +$139 ﹤0.01% 788

Other funds holding SPXX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

MassMutual Private Wealth & Trust's SPXX Position: Q2 2016 in Review

MassMutual Private Wealth & Trust held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q2 2016 at 11 shares worth $149. The position accounts for ﹤0.01% of the portfolio, ranked #796.

MassMutual Private Wealth & Trust first reported a position in SPXX in Q1 2016 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold SPXX as of Q2 2016.

  • MassMutual Private Wealth & Trust held 11 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $149 as of Q2 2016.
  • MassMutual Private Wealth & Trust left its Nuveen S&P 500 Dynamic Overwrite Fund share count unchanged in Q2 2016.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2016, its #796 holding.
  • MassMutual Private Wealth & Trust first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2016 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2016.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2016, filed 10 Aug 2016.