SC
DIAX

Searle & Co’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Searle & Co’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
2015
Q3 		– Sell
-203
Closed -$3K – 142
2015
Q2 		$3K Hold
203
– – ﹤0.01% 308
2015
Q1 		$3K Hold
203
– – ﹤0.01% 317
2014
Q4 		$3K Buy
+203
New +$3.27K ﹤0.01% 344

Other funds holding DIAX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Searle & Co's DIAX Position: Q3 2015 in Review

Searle & Co sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q3 2015, closing a stake of 203 shares — an estimated $3K sold.

Searle & Co first reported a position in DIAX in Q4 2014 and held it in 3 quarters. The position peaked at $3K in Q2 2015. 62 funds tracked by Wall St. Rank hold DIAX as of Q3 2015.

  • Searle & Co reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q3 2015 after selling out during the quarter.
  • Searle & Co sold 203 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q3 2015, an estimated $3K.
  • Searle & Co first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2014 and held it in 3 quarters.
  • Searle & Co's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $3K in Q2 2015.
  • 62 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q3 2015.

Based on Searle & Co's 13F filing for Q3 2015, filed 12 Nov 2015.