MFS
BXMX

MSI Financial Services’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

MSI Financial Services’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
2016
Q4 		$797K Buy
62,662
+20,572
+49% +$262K 0.03% 525
2016
Q3 		$557K Buy
42,090
+711
+2% +$9.3K 0.02% 632
2016
Q2 		$539K Buy
41,379
+14,606
+55% +$187K 0.02% 608
2016
Q1 		$341K Sell
26,773
-3,218
-11% -$39.4K 0.01% 744
2015
Q4 		$403K Buy
29,991
+16,807
+127% +$215K 0.02% 633
2015
Q3 		$159K Sell
13,184
-1,852
-12% -$23.6K 0.01% 725
2015
Q2 		$193K Sell
15,036
-1,932
-11% -$24.8K 0.01% 730
2015
Q1 		$217K Buy
16,968
+2,365
+16% +$30.5K 0.02% 704
2014
Q4 		$177K Buy
14,603
+13,838
+1,809% +$176K 0.02% 621
2014
Q3 		$10K Sell
765
-3,550
-82% -$46.2K ﹤0.01% 1807
2014
Q2 		$57K Buy
4,315
+3,550
+464% +$45.6K 0.01% 1023
2014
Q1 		$10K Sell
765
-100
-12% -$1.25K ﹤0.01% 1727
2013
Q4 		$11K Sell
865
-1,635
-65% -$20.3K ﹤0.01% 1638
2013
Q3 		$30K Hold
2,500
– – 0.01% 1053
2013
Q2 		$31K Buy
+2,500
New +$31.8K 0.01% 1065

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

MSI Financial Services's BXMX Position: Q4 2016 in Review

MSI Financial Services increased its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 49% in Q4 2016, buying an estimated $262K and bringing the position to 62,662 shares worth $797K. The position accounts for 0.03% of the portfolio, ranked #525.

MSI Financial Services first reported a position in BXMX in Q2 2013 and has held it in 15 quarters since. 87 funds tracked by Wall St. Rank hold BXMX as of Q4 2016.

  • MSI Financial Services held 62,662 shares of Nuveen S&P 500 Buy-Write Income Fund worth $797K as of Q4 2016.
  • MSI Financial Services bought 20,572 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2016, an estimated $262K.
  • Nuveen S&P 500 Buy-Write Income Fund made up 0.03% of MSI Financial Services's portfolio in Q4 2016, its #525 holding.
  • MSI Financial Services first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and has held it in 15 quarters since.
  • 87 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.