RPG Investment Advisory’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

RPG Investment Advisory’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 Q3	–	Sell	-300	Closed	-$4K	–	296
2018 Q2	$4K	Hold	300	–	–	﹤0.01%	263
2018 Q1	$4K	Hold	300	–	–	﹤0.01%	344
2017 Q4	$4K	Hold	300	–	–	﹤0.01%	375
2017 Q3	$4K	Hold	300	–	–	﹤0.01%	294
2017 Q2	$4K	Buy	+300	New	+$4.16K	﹤0.01%	256

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RPG Investment Advisory's BXMX Position: Q3 2018 in Review

RPG Investment Advisory sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2018, closing a stake of 300 shares — an estimated $4K sold.

RPG Investment Advisory first reported a position in BXMX in Q2 2017 and held it in 5 quarters. The position peaked at $4K in Q2 2018. 103 funds tracked by Wall St. Rank hold BXMX as of Q3 2018.

RPG Investment Advisory reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2018 after selling out during the quarter.
RPG Investment Advisory sold 300 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2018, an estimated $4K.
RPG Investment Advisory first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2017 and held it in 5 quarters.
RPG Investment Advisory's Nuveen S&P 500 Buy-Write Income Fund position peaked at $4K in Q2 2018.
103 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2018.

Based on RPG Investment Advisory's 13F filing for Q3 2018, filed 5 Nov 2018.