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Mountain Capital Investment Advisors’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Mountain Capital Investment Advisors’s Portfolio QQQX Stock Details QQQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-845
Closed -$18K – 536
2017
Q2 		$18K Buy
+845
New +$18.3K 0.02% 229

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Mountain Capital Investment Advisors's QQQX Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q3 2017, closing a stake of 845 shares — an estimated $18K sold.

Mountain Capital Investment Advisors first reported a position in QQQX in Q2 2017 and held it in 1 quarter. The position peaked at $18K in Q2 2017. 60 funds tracked by Wall St. Rank hold QQQX as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 845 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q3 2017, an estimated $18K.
  • Mountain Capital Investment Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $18K in Q2 2017.
  • 60 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.