PIMG
DIAX

Patriot Investment Management Group’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Patriot Investment Management Group’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
2020
Q3 		– Sell
-100
Closed -$1.36K – 296
2020
Q2 		$1.36K Buy
+100
New +$1.33K ﹤0.01% 652

Other funds holding DIAX

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Patriot Investment Management Group's DIAX Position: Q3 2020 in Review

Patriot Investment Management Group sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q3 2020, closing a stake of 100 shares — an estimated $1.36K sold.

Patriot Investment Management Group first reported a position in DIAX in Q2 2020 and held it in 1 quarter. The position peaked at $1.36K in Q2 2020. 82 funds tracked by Wall St. Rank hold DIAX as of Q3 2020.

  • Patriot Investment Management Group reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q3 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 100 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q3 2020, an estimated $1.36K.
  • Patriot Investment Management Group first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q2 2020 and held it in 1 quarter.
  • Patriot Investment Management Group's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $1.36K in Q2 2020.
  • 82 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.