SSB
BXMX

Sandy Spring Bank’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Sandy Spring Bank’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
2014
Q3 		– Sell
-385
Closed -$5K – 777
2014
Q2 		$5K Hold
385
– – ﹤0.01% 699
2014
Q1 		$5K Hold
385
– – ﹤0.01% 638
2013
Q4 		$5K Hold
385
– – ﹤0.01% 612
2013
Q3 		$5K Hold
385
– – ﹤0.01% 592
2013
Q2 		$5K Buy
+385
New +$4.9K ﹤0.01% 571

Other funds holding BXMX

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

Sandy Spring Bank's BXMX Position: Q3 2014 in Review

Sandy Spring Bank sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2014, closing a stake of 385 shares — an estimated $5K sold.

Sandy Spring Bank first reported a position in BXMX in Q2 2013 and held it in 5 quarters. The position peaked at $5K in Q2 2014. 51 funds tracked by Wall St. Rank hold BXMX as of Q3 2014.

  • Sandy Spring Bank reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2014 after selling out during the quarter.
  • Sandy Spring Bank sold 385 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2014, an estimated $5K.
  • Sandy Spring Bank first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and held it in 5 quarters.
  • Sandy Spring Bank's Nuveen S&P 500 Buy-Write Income Fund position peaked at $5K in Q2 2014.
  • 51 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2014.

Based on Sandy Spring Bank's 13F filing for Q3 2014, filed 14 Nov 2014.