PPA
BXMX

Parametric Portfolio Associates’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Parametric Portfolio Associates’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
2022
Q1 		– Sell
-49,166
Closed -$720K – 3686
2021
Q4 		$720K Buy
+49,166
New +$723K ﹤0.01% 2924
2020
Q4 		– Sell
-43,382
Closed -$489K – 3996
2020
Q3 		$489K Sell
43,382
-71,911
-62% -$822K ﹤0.01% 3294
2020
Q2 		$1.27M Sell
115,293
-18,200
-14% -$198K ﹤0.01% 2787
2020
Q1 		$1.35M Buy
+133,493
New +$1.66M ﹤0.01% 2616
2016
Q1 		– Sell
-84,714
Closed -$1.14M – 3977
2015
Q4 		$1.14M Sell
84,714
-68,062
-45% -$872K ﹤0.01% 2671
2015
Q3 		$1.85M Sell
152,776
-168,896
-53% -$2.15M ﹤0.01% 1905
2015
Q2 		$4.12M Sell
321,672
-22,159
-6% -$284K 0.01% 1544
2015
Q1 		$4.4M Sell
343,831
-185,887
-35% -$2.4M 0.01% 1451
2014
Q4 		$6.42M Buy
529,718
+131,938
+33% +$1.68M 0.01% 1035
2014
Q3 		$5.07M Buy
397,780
+79,208
+25% +$1.03M 0.01% 1183
2014
Q2 		$4.18M Buy
318,572
+74,533
+31% +$957K 0.01% 1351
2014
Q1 		$3.08M Sell
244,039
-17,640
-7% -$220K 0.01% 1587
2013
Q4 		$3.28M Buy
261,679
+71,295
+37% +$884K 0.01% 1500
2013
Q3 		$2.3M Sell
190,384
-20,668
-10% -$257K 0.01% 1790
2013
Q2 		$2.65M Buy
+211,052
New +$2.69M 0.01% 1500

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parametric Portfolio Associates's BXMX Position: Q1 2022 in Review

Parametric Portfolio Associates sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2022, closing a stake of 49,166 shares — an estimated $720K sold.

Parametric Portfolio Associates first reported a position in BXMX in Q2 2013 and held it in 15 quarters. The position peaked at $6.42M in Q4 2014. 118 funds tracked by Wall St. Rank hold BXMX as of Q1 2022.

  • Parametric Portfolio Associates reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2022 after selling out during the quarter.
  • Parametric Portfolio Associates sold 49,166 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2022, an estimated $720K.
  • Parametric Portfolio Associates first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and held it in 15 quarters.
  • Parametric Portfolio Associates's Nuveen S&P 500 Buy-Write Income Fund position peaked at $6.42M in Q4 2014.
  • 118 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.