Reilly Financial Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Reilly Financial Advisors’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
2018 Q4	–	Sell	-3,000	Closed	-$43K	–	940
2018 Q3	$43K	Hold	3,000	–	–	0.01%	393
2018 Q2	$42K	Hold	3,000	–	–	0.01%	337
2018 Q1	$40K	Hold	3,000	–	–	0.01%	327
2017 Q4	$43K	Hold	3,000	–	–	0.01%	348
2017 Q3	$42K	Hold	3,000	–	–	0.01%	340
2017 Q2	$42K	Buy	+3,000	New	+$41.6K	0.01%	338

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Reilly Financial Advisors's BXMX Position: Q4 2018 in Review

Reilly Financial Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2018, closing a stake of 3,000 shares — an estimated $43K sold.

Reilly Financial Advisors first reported a position in BXMX in Q2 2017 and held it in 6 quarters. The position peaked at $43K in Q3 2018. 109 funds tracked by Wall St. Rank hold BXMX as of Q4 2018.

Reilly Financial Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2018 after selling out during the quarter.
Reilly Financial Advisors sold 3,000 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2018, an estimated $43K.
Reilly Financial Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2017 and held it in 6 quarters.
Reilly Financial Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $43K in Q3 2018.
109 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.