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Oakworth Capital’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Oakworth Capital’s Portfolio SPXX Stock Details SPXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,000
Closed -$32K – 635
2019
Q2 		$32K Hold
2,000
– – 0.01% 378
2019
Q1 		$31K Buy
+2,000
New +$30.3K 0.01% 353

Other funds holding SPXX

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oakworth Capital's SPXX Position: Q3 2019 in Review

Oakworth Capital sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2019, closing a stake of 2,000 shares — an estimated $32K sold.

Oakworth Capital first reported a position in SPXX in Q1 2019 and held it in 2 quarters. The position peaked at $32K in Q2 2019. 43 funds tracked by Wall St. Rank hold SPXX as of Q3 2019.

  • Oakworth Capital reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q3 2019 after selling out during the quarter.
  • Oakworth Capital sold 2,000 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2019, an estimated $32K.
  • Oakworth Capital first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2019 and held it in 2 quarters.
  • Oakworth Capital's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $32K in Q2 2019.
  • 43 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2019.

Based on Oakworth Capital's 13F filing for Q3 2019, filed 13 Nov 2019.