MA
DIAX

MUFG Americas’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

MUFG Americas’s Portfolio DIAX Stock Details DIAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-400
Closed -$5K – 193
2022
Q3 		$5K Buy
+400
New +$6.2K ﹤0.01% 746
2017
Q3 		– Sell
-134
Closed -$2K – 1142
2017
Q2 		$2K Buy
134
+2
+2% +$32 ﹤0.01% 1050
2017
Q1 		$2K Buy
+132
New +$2.07K ﹤0.01% 1041

Other funds holding DIAX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MUFG Americas's DIAX Position: Q4 2022 in Review

MUFG Americas sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q4 2022, closing a stake of 400 shares — an estimated $5K sold.

MUFG Americas first reported a position in DIAX in Q1 2017 and held it in 3 quarters. The position peaked at $5K in Q3 2022. 80 funds tracked by Wall St. Rank hold DIAX as of Q4 2022.

  • MUFG Americas reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 400 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q4 2022, an estimated $5K.
  • MUFG Americas first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2017 and held it in 3 quarters.
  • MUFG Americas's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $5K in Q3 2022.
  • 80 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.