Ruggie Capital Group’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Ruggie Capital Group’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
2019 Q1	–	Sell	-4,000	Closed	-$48K	–	191
2018 Q4	$48K	Buy	+4,000	New	+$52.6K	0.02%	173
2018 Q3	–	Sell	-4,000	Closed	-$56K	–	244
2018 Q2	$56K	Hold	4,000	–	–	0.03%	174
2018 Q1	$53K	Hold	4,000	–	–	0.03%	143
2017 Q4	$57K	Hold	4,000	–	–	0.04%	134
2017 Q3	$56K	Hold	4,000	–	–	0.04%	125
2017 Q2	$55K	Buy	+4,000	New	+$55.4K	0.04%	128

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAN

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

Ruggie Capital Group's BXMX Position: Q1 2019 in Review

Ruggie Capital Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2019, closing a stake of 4,000 shares — an estimated $48K sold.

Ruggie Capital Group first reported a position in BXMX in Q2 2017 and held it in 6 quarters. The position peaked at $57K in Q4 2017. 109 funds tracked by Wall St. Rank hold BXMX as of Q1 2019.

Ruggie Capital Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2019 after selling out during the quarter.
Ruggie Capital Group sold 4,000 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2019, an estimated $48K.
Ruggie Capital Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2017 and held it in 6 quarters.
Ruggie Capital Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $57K in Q4 2017.
109 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.