OWD
BXMX

Osborn Williams & Donohoe’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-7,699
Closed -$102K – 369
2019
Q1 		$102K Buy
+7,699
New +$99.6K 0.01% 406

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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Osborn Williams & Donohoe's BXMX Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2019, closing a stake of 7,699 shares — an estimated $102K sold.

Osborn Williams & Donohoe first reported a position in BXMX in Q1 2019 and held it in 1 quarter. The position peaked at $102K in Q1 2019. 102 funds tracked by Wall St. Rank hold BXMX as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 7,699 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2019, an estimated $102K.
  • Osborn Williams & Donohoe first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Nuveen S&P 500 Buy-Write Income Fund position peaked at $102K in Q1 2019.
  • 102 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.