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Oppenheimer & Co’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Oppenheimer & Co’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
Q2 		– Sell
-11,300
Closed -$175K – 1379
2019
Q1 		$175K Buy
+11,300
New +$171K ﹤0.01% 1247

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oppenheimer & Co's SPXX Position: Q2 2019 in Review

Oppenheimer & Co sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2019, closing a stake of 11,300 shares — an estimated $175K sold.

Oppenheimer & Co first reported a position in SPXX in Q1 2019 and held it in 1 quarter. The position peaked at $175K in Q1 2019. 42 funds tracked by Wall St. Rank hold SPXX as of Q2 2019.

  • Oppenheimer & Co reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2019 after selling out during the quarter.
  • Oppenheimer & Co sold 11,300 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2019, an estimated $175K.
  • Oppenheimer & Co first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2019 and held it in 1 quarter.
  • Oppenheimer & Co's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $175K in Q1 2019.
  • 42 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2019.

Based on Oppenheimer & Co's 13F filing for Q2 2019, filed 9 Aug 2019.