Northern Trust
BXMX

Northern Trust’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Northern Trust’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
2021
Q1 		– Sell
-14,730
Closed -$190K – 4477
2020
Q4 		$190K Hold
14,730
– – ﹤0.01% 3973
2020
Q3 		$166K Buy
14,730
+231
+2% +$2.64K ﹤0.01% 3851
2020
Q2 		$159K Buy
+14,499
New +$158K ﹤0.01% 3814
2018
Q4 		– Sell
-14,372
Closed -$207K – 4278
2018
Q3 		$207K Buy
14,372
+711
+5% +$10.2K ﹤0.01% 3854
2018
Q2 		$192K Hold
13,661
– – ﹤0.01% 3871
2018
Q1 		$181K Sell
13,661
-1,524
-10% -$21K ﹤0.01% 3847
2017
Q4 		$216K Sell
15,185
-60
-0.4% -$842 ﹤0.01% 3793
2017
Q3 		$213K Buy
15,245
+2,840
+23% +$39.3K ﹤0.01% 3780
2017
Q2 		$172K Sell
12,405
-2,404
-16% -$33.3K ﹤0.01% 3840
2017
Q1 		$196K Sell
14,809
-396
-3% -$5.22K ﹤0.01% 3804
2016
Q4 		$193K Buy
15,205
+1,138
+8% +$14.5K ﹤0.01% 3771
2016
Q3 		$186K Buy
14,067
+2,723
+24% +$35.6K ﹤0.01% 3758
2016
Q2 		$148K Hold
11,344
– – ﹤0.01% 3786
2016
Q1 		$144K Sell
11,344
-391
-3% -$4.79K ﹤0.01% 3825
2015
Q4 		$157K Sell
11,735
-3,856
-25% -$49.4K ﹤0.01% 3829
2015
Q3 		$189K Buy
15,591
+4,247
+37% +$54K ﹤0.01% 3767
2015
Q2 		$145K Hold
11,344
– – ﹤0.01% 3861
2015
Q1 		$145K Sell
11,344
-4,177
-27% -$53.9K ﹤0.01% 3951
2014
Q4 		$188K Buy
15,521
+4,418
+40% +$56.2K ﹤0.01% 3832
2014
Q3 		$142K Buy
+11,103
New +$144K ﹤0.01% 3939

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Northern Trust's BXMX Position: Q1 2021 in Review

Northern Trust sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2021, closing a stake of 14,730 shares — an estimated $190K sold.

Northern Trust first reported a position in BXMX in Q3 2014 and held it in 20 quarters. The position peaked at $216K in Q4 2017. 121 funds tracked by Wall St. Rank hold BXMX as of Q1 2021.

  • Northern Trust reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2021 after selling out during the quarter.
  • Northern Trust sold 14,730 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2021, an estimated $190K.
  • Northern Trust first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2014 and held it in 20 quarters.
  • Northern Trust's Nuveen S&P 500 Buy-Write Income Fund position peaked at $216K in Q4 2017.
  • 121 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2021.

Based on Northern Trust's 13F filing for Q1 2021, filed 12 May 2021.