RWM
DIAX

Rezny Wealth Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Rezny Wealth Management’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
2016
Q1 		– Sell
-3,879
Closed -$55K – 20
2015
Q4 		$55K Hold
3,879
– – 0.06% 16
2015
Q3 		$52K Hold
3,879
– – 0.05% 18
2015
Q2 		$57K Buy
+3,879
New +$58.9K 0.05% 19

Other funds holding DIAX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rezny Wealth Management's DIAX Position: Q1 2016 in Review

Rezny Wealth Management sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2016, closing a stake of 3,879 shares — an estimated $55K sold.

Rezny Wealth Management first reported a position in DIAX in Q2 2015 and held it in 3 quarters. The position peaked at $57K in Q2 2015. 54 funds tracked by Wall St. Rank hold DIAX as of Q1 2016.

  • Rezny Wealth Management reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2016 after selling out during the quarter.
  • Rezny Wealth Management sold 3,879 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2016, an estimated $55K.
  • Rezny Wealth Management first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q2 2015 and held it in 3 quarters.
  • Rezny Wealth Management's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $57K in Q2 2015.
  • 54 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2016.

Based on Rezny Wealth Management's 13F filing for Q1 2016, filed 10 May 2016.