MB Financial Bank - Trust Department’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

MB Financial Bank - Trust Department’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 Q1	$445K	Sell	33,726 -15,594	-32%	-$202K	0.05%	80
2018 Q4	$595K	Sell	49,320 -1,548	-3%	-$20.4K	0.07%	81
2018 Q3	$731K	Sell	50,868 -144	-0.3%	-$2.07K	0.08%	79
2018 Q2	$719K	Sell	51,012 -2,203	-4%	-$30.8K	0.08%	81
2018 Q1	$709K	Sell	53,215 -2,370	-4%	-$32.7K	0.08%	77
2017 Q4	$792K	Sell	55,585 -116	-0.2%	-$1.63K	0.08%	73
2017 Q3	$778K	Sell	55,701 -102	-0.2%	-$1.41K	0.08%	74
2017 Q2	$773K	Sell	55,803 -1,195	-2%	-$16.6K	0.08%	76
2017 Q1	$755K	Sell	56,998 -1,487	-3%	-$19.6K	0.08%	77
2016 Q4	$744K	Buy	58,485 +6,238	+12%	+$79.3K	0.08%	76
2016 Q3	$692K	Sell	52,247 -14,729	-22%	-$193K	0.07%	75
2016 Q2	$873K	Sell	66,976 -2,086	-3%	-$26.7K	0.1%	71
2016 Q1	$879K	Buy	+69,062	New	+$846K	0.1%	68

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

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

RJFSA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

MB Financial Bank - Trust Department's BXMX Position: Q1 2019 in Review

MB Financial Bank - Trust Department reduced its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 32% in Q1 2019, selling an estimated $202K and leaving 33,726 shares worth $445K. The position accounts for 0.05% of the portfolio, ranked #80.

MB Financial Bank - Trust Department first reported a position in BXMX in Q1 2016 and has held it in 13 quarters since. The position peaked at $879K in Q1 2016. 109 funds tracked by Wall St. Rank hold BXMX as of Q1 2019.

MB Financial Bank - Trust Department held 33,726 shares of Nuveen S&P 500 Buy-Write Income Fund worth $445K as of Q1 2019.
MB Financial Bank - Trust Department sold 15,594 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2019, an estimated $202K.
Nuveen S&P 500 Buy-Write Income Fund made up 0.05% of MB Financial Bank - Trust Department's portfolio in Q1 2019, its #80 holding.
MB Financial Bank - Trust Department first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2016 and has held it in 13 quarters since.
MB Financial Bank - Trust Department's Nuveen S&P 500 Buy-Write Income Fund position peaked at $879K in Q1 2016.
109 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2019.

Based on MB Financial Bank - Trust Department's 13F filing for Q1 2019, filed 5 Apr 2019.