PGFC
DIAX

Peapack-Gladstone Financial Corp’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Peapack-Gladstone Financial Corp’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
Q2 		– Sell
-12,108
Closed -$152K – 380
2020
Q1 		$152K Buy
+12,108
New +$195K 0.01% 351

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
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 $162B AUM 16.35% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2020, closing a stake of 12,108 shares — an estimated $152K sold.

Peapack-Gladstone Financial Corp first reported a position in DIAX in Q1 2020 and held it in 1 quarter. The position peaked at $152K in Q1 2020. 78 funds tracked by Wall St. Rank hold DIAX as of Q2 2020.

  • Peapack-Gladstone Financial Corp reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2020 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 12,108 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2020, an estimated $152K.
  • Peapack-Gladstone Financial Corp first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2020 and held it in 1 quarter.
  • Peapack-Gladstone Financial Corp's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $152K in Q1 2020.
  • 78 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2020.

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