PSI
DIAX

Pinnacle Summer Investments’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Pinnacle Summer Investments’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
2015
Q4 		– Sell
-1,252
Closed -$17K – 831
2015
Q3 		$17K Buy
+1,252
New +$17.9K ﹤0.01% 646
2015
Q2 		– Sell
-1,252
Closed -$19K – 787
2015
Q1 		$19K Hold
1,252
– – ﹤0.01% 660
2014
Q4 		$19K Buy
+1,252
New +$20.2K ﹤0.01% 671

Other funds holding DIAX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Pinnacle Summer Investments's DIAX Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q4 2015, closing a stake of 1,252 shares — an estimated $17K sold.

Pinnacle Summer Investments first reported a position in DIAX in Q4 2014 and held it in 3 quarters. The position peaked at $19K in Q1 2015. 60 funds tracked by Wall St. Rank hold DIAX as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 1,252 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q4 2015, an estimated $17K.
  • Pinnacle Summer Investments first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2014 and held it in 3 quarters.
  • Pinnacle Summer Investments's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $19K in Q1 2015.
  • 60 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.