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Raab & Moskowitz Asset Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Raab & Moskowitz Asset Management’s Portfolio QQQX Stock Details QQQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-922
Closed -$18K – 313
2014
Q4 		$18K Buy
+922
New +$18.4K 0.01% 284

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raab & Moskowitz Asset Management's QQQX Position: Q1 2015 in Review

Raab & Moskowitz Asset Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2015, closing a stake of 922 shares — an estimated $18K sold.

Raab & Moskowitz Asset Management first reported a position in QQQX in Q4 2014 and held it in 1 quarter. The position peaked at $18K in Q4 2014. 56 funds tracked by Wall St. Rank hold QQQX as of Q1 2015.

  • Raab & Moskowitz Asset Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2015 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 922 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2015, an estimated $18K.
  • Raab & Moskowitz Asset Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2014 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $18K in Q4 2014.
  • 56 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2015.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2015, filed 12 May 2015.