Private Capital Management (Colorado)’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Private Capital Management (Colorado)’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
2023 Q1	–	Sell	-11,165	Closed	-$141K	–	217
2022 Q4	$141K	Hold	11,165	–	–	0.05%	115
2022 Q3	$133K	Hold	11,165	–	–	0.05%	136
2022 Q2	$159K	Hold	11,165	–	–	0.05%	150
2022 Q1	$159K	Sell	11,165 -98	-0.9%	-$1.37K	0.05%	150
2021 Q4	$165K	Buy	+11,263	New	+$166K	0.06%	141

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Private Capital Management (Colorado)'s BXMX Position: Q1 2023 in Review

Private Capital Management (Colorado) sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2023, closing a stake of 11,165 shares — an estimated $141K sold.

Private Capital Management (Colorado) first reported a position in BXMX in Q4 2021 and held it in 5 quarters. The position peaked at $165K in Q4 2021. 126 funds tracked by Wall St. Rank hold BXMX as of Q1 2023.

Private Capital Management (Colorado) reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2023 after selling out during the quarter.
Private Capital Management (Colorado) sold 11,165 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2023, an estimated $141K.
Private Capital Management (Colorado) first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2021 and held it in 5 quarters.
Private Capital Management (Colorado)'s Nuveen S&P 500 Buy-Write Income Fund position peaked at $165K in Q4 2021.
126 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2023.

Based on Private Capital Management (Colorado)'s 13F filing for Q1 2023, filed 12 May 2023.