PFBT
DIAX

Parkside Financial Bank & Trust’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Parkside Financial Bank & Trust’s Portfolio DIAX Stock Details DIAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-975
Closed -$17K – 1584
2019
Q2 		$17K Buy
+975
New +$17.2K 0.01% 679

Other funds holding DIAX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Parkside Financial Bank & Trust's DIAX Position: Q3 2019 in Review

Parkside Financial Bank & Trust sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q3 2019, closing a stake of 975 shares — an estimated $17K sold.

Parkside Financial Bank & Trust first reported a position in DIAX in Q2 2019 and held it in 1 quarter. The position peaked at $17K in Q2 2019. 74 funds tracked by Wall St. Rank hold DIAX as of Q3 2019.

  • Parkside Financial Bank & Trust reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q3 2019 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 975 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q3 2019, an estimated $17K.
  • Parkside Financial Bank & Trust first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q2 2019 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $17K in Q2 2019.
  • 74 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q3 2019.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2019, filed 5 Nov 2019.