NES
BXMX

New England Securities’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

New England Securities’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
2014
Q4 		$37K Sell
3,094
-366
-11% -$4.65K 0.01% 670
2014
Q3 		$44K Sell
3,460
-3,269
-49% -$42.5K 0.02% 645
2014
Q2 		$88K Hold
6,729
– – 0.03% 472
2014
Q1 		$85K Sell
6,729
-152
-2% -$1.9K 0.03% 420
2013
Q4 		$86K Sell
6,881
-1,252
-15% -$15.5K 0.04% 425
2013
Q3 		$98K Sell
8,133
-1,373
-14% -$17.1K 0.05% 350
2013
Q2 		$119K Buy
+9,506
New +$121K 0.08% 255

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

New England Securities's BXMX Position: Q4 2014 in Review

New England Securities reduced its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 11% in Q4 2014, selling an estimated $4.65K and leaving 3,094 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #670.

New England Securities first reported a position in BXMX in Q2 2013 and has held it in 7 quarters since. The position peaked at $119K in Q2 2013. 79 funds tracked by Wall St. Rank hold BXMX as of Q4 2014.

  • New England Securities held 3,094 shares of Nuveen S&P 500 Buy-Write Income Fund worth $37K as of Q4 2014.
  • New England Securities sold 366 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2014, an estimated $4.65K.
  • Nuveen S&P 500 Buy-Write Income Fund made up 0.01% of New England Securities's portfolio in Q4 2014, its #670 holding.
  • New England Securities first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and has held it in 7 quarters since.
  • New England Securities's Nuveen S&P 500 Buy-Write Income Fund position peaked at $119K in Q2 2013.
  • 79 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.