SSB
SPXX icon

Sandy Spring Bank’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Sandy Spring Bank’s Portfolio SPXX Stock Details SPXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,000
Closed -$31K – 852
2019
Q1 		$31K Sell
2,000
-2,199
-52% -$33.3K ﹤0.01% 510
2018
Q4 		$59K Buy
+4,199
New +$65.1K 0.01% 423

Other funds holding SPXX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sandy Spring Bank's SPXX Position: Q2 2019 in Review

Sandy Spring Bank sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2019, closing a stake of 2,000 shares — an estimated $31K sold.

Sandy Spring Bank first reported a position in SPXX in Q4 2018 and held it in 2 quarters. The position peaked at $59K in Q4 2018. 42 funds tracked by Wall St. Rank hold SPXX as of Q2 2019.

  • Sandy Spring Bank reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2019 after selling out during the quarter.
  • Sandy Spring Bank sold 2,000 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2019, an estimated $31K.
  • Sandy Spring Bank first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2018 and held it in 2 quarters.
  • Sandy Spring Bank's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $59K in Q4 2018.
  • 42 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2019.

Based on Sandy Spring Bank's 13F filing for Q2 2019, filed 1 Aug 2019.