PGFC
BXMX

Peapack-Gladstone Financial Corp’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Peapack-Gladstone Financial Corp’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
2020
Q2 		– Sell
-15,628
Closed -$158K – 376
2020
Q1 		$158K Buy
+15,628
New +$195K 0.01% 349

Other funds holding BXMX

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Peapack-Gladstone Financial Corp's BXMX Position: Q2 2020 in Review

Peapack-Gladstone Financial Corp sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2020, closing a stake of 15,628 shares — an estimated $158K sold.

Peapack-Gladstone Financial Corp first reported a position in BXMX in Q1 2020 and held it in 1 quarter. The position peaked at $158K in Q1 2020. 113 funds tracked by Wall St. Rank hold BXMX as of Q2 2020.

  • Peapack-Gladstone Financial Corp reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2020 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 15,628 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2020, an estimated $158K.
  • Peapack-Gladstone Financial Corp first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2020 and held it in 1 quarter.
  • Peapack-Gladstone Financial Corp's Nuveen S&P 500 Buy-Write Income Fund position peaked at $158K in Q1 2020.
  • 113 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2020.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2020, filed 14 Aug 2020.