National Planning Corporation’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

National Planning Corporation’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
2017 Q4	–	Sell	-25,126	Closed	-$351K	–	116
2017 Q3	$351K	Hold	25,126	–	–	0.03%	472
2017 Q2	$354K	Buy	+25,126	New	+$348K	0.03%	505
2016 Q1	–	Sell	-26,205	Closed	-$314K	–	658
2015 Q4	$314K	Buy	+26,205	New	+$336K	0.03%	506
2015 Q1	–	Sell	-36,812	Closed	-$459K	–	833
2014 Q4	$459K	Buy	+36,812	New	+$468K	0.03%	432

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LTFS

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

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

National Planning Corporation's BXMX Position: Q4 2017 in Review

National Planning Corporation sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2017, closing a stake of 25,126 shares — an estimated $351K sold.

National Planning Corporation first reported a position in BXMX in Q4 2014 and held it in 4 quarters. The position peaked at $459K in Q4 2014. 101 funds tracked by Wall St. Rank hold BXMX as of Q4 2017.

National Planning Corporation reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 25,126 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2017, an estimated $351K.
National Planning Corporation first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2014 and held it in 4 quarters.
National Planning Corporation's Nuveen S&P 500 Buy-Write Income Fund position peaked at $459K in Q4 2014.
101 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.