PMG
BXMX

ProVise Management Group’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

ProVise Management Group’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
2013
Q3 		– Sell
-12,000
Closed -$151K – 307
2013
Q2 		$151K Buy
+12,000
New +$153K 0.04% 311

Other funds holding BXMX

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

ProVise Management Group's BXMX Position: Q3 2013 in Review

ProVise Management Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2013, closing a stake of 12,000 shares — an estimated $151K sold.

ProVise Management Group first reported a position in BXMX in Q2 2013 and held it in 1 quarter. The position peaked at $151K in Q2 2013. 53 funds tracked by Wall St. Rank hold BXMX as of Q3 2013.

  • ProVise Management Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2013 after selling out during the quarter.
  • ProVise Management Group sold 12,000 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2013, an estimated $151K.
  • ProVise Management Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and held it in 1 quarter.
  • ProVise Management Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $151K in Q2 2013.
  • 53 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2013.

Based on ProVise Management Group's 13F filing for Q3 2013, filed 12 Nov 2013.