RICHC
DIAX

Renaissance Investment Consultants Holding Company’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Renaissance Investment Consultants Holding Company’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
2020
Q2 		– Sell
-15,138
Closed -$190K – 81
2020
Q1 		$190K Sell
15,138
-45,793
-75% -$736K 0.26% 81
2019
Q4 		$1.07M Buy
+60,931
New +$1.08M 1.22% 20

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Renaissance Investment Consultants Holding Company's DIAX Position: Q2 2020 in Review

Renaissance Investment Consultants Holding Company sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q2 2020, closing a stake of 15,138 shares — an estimated $190K sold.

Renaissance Investment Consultants Holding Company first reported a position in DIAX in Q4 2019 and held it in 2 quarters. The position peaked at $1.07M in Q4 2019. 78 funds tracked by Wall St. Rank hold DIAX as of Q2 2020.

  • Renaissance Investment Consultants Holding Company reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q2 2020 after selling out during the quarter.
  • Renaissance Investment Consultants Holding Company sold 15,138 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q2 2020, an estimated $190K.
  • Renaissance Investment Consultants Holding Company first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2019 and held it in 2 quarters.
  • Renaissance Investment Consultants Holding Company's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $1.07M in Q4 2019.
  • 78 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q2 2020.

Based on Renaissance Investment Consultants Holding Company's 13F filing for Q2 2020, filed 30 Jul 2020.