SEI Investments’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

SEI Investments’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	-1,083	Closed	-$15K	–	2611
2018 Q2	$15K	Hold	1,083	–	–	﹤0.01%	2876
2018 Q1	$14K	Buy	1,083 +522	+93%	+$7.2K	﹤0.01%	2752
2017 Q4	$8K	Sell	561 -139	-20%	-$1.95K	﹤0.01%	2839
2017 Q3	$10K	Buy	+700	New	+$9.7K	﹤0.01%	2678
2016 Q2	–	Sell	-493	Closed	-$6K	–	2632
2016 Q1	$6K	Hold	493	–	–	﹤0.01%	2259
2015 Q4	$7K	Buy	+493	New	+$6.31K	﹤0.01%	2258

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 $38.8B AUM 21.88% 1-Year Est. Return

CAN

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

SEI Investments's BXMX Position: Q3 2018 in Review

SEI Investments sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2018, closing a stake of 1,083 shares — an estimated $15K sold.

SEI Investments first reported a position in BXMX in Q4 2015 and held it in 6 quarters. The position peaked at $15K in Q2 2018. 103 funds tracked by Wall St. Rank hold BXMX as of Q3 2018.

SEI Investments reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2018 after selling out during the quarter.
SEI Investments sold 1,083 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2018, an estimated $15K.
SEI Investments first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2015 and held it in 6 quarters.
SEI Investments's Nuveen S&P 500 Buy-Write Income Fund position peaked at $15K 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 SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.