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

SevenBridge Financial 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 Q3	–	Sell	-143	Closed	-$2K	–	200
2019 Q2	$2K	Hold	143	–	–	﹤0.01%	580
2019 Q1	$2K	Hold	143	–	–	﹤0.01%	550
2018 Q4	$2K	Hold	143	–	–	﹤0.01%	509
2018 Q3	$2K	Hold	143	–	–	﹤0.01%	546
2018 Q2	$2K	Hold	143	–	–	﹤0.01%	550
2018 Q1	$2K	Hold	143	–	–	﹤0.01%	566
2017 Q4	$2K	Buy	+143	New	+$2.01K	﹤0.01%	575
2017 Q3	–	Sell	-143	Closed	-$2K	–	616
2017 Q2	$2K	Hold	143	–	–	﹤0.01%	588
2017 Q1	$2K	Hold	143	–	–	﹤0.01%	581
2016 Q4	$2K	Buy	+143	New	+$1.82K	﹤0.01%	581
2016 Q3	–	Sell	-143	Closed	-$2K	–	624
2016 Q2	$2K	Buy	+143	New	+$1.83K	﹤0.01%	676

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SevenBridge Financial Group's BXMX Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2019, closing a stake of 143 shares — an estimated $2K sold.

SevenBridge Financial Group first reported a position in BXMX in Q2 2016 and held it in 11 quarters. The position peaked at $2K in Q2 2019. 100 funds tracked by Wall St. Rank hold BXMX as of Q3 2019.

SevenBridge Financial Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 143 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2019, an estimated $2K.
SevenBridge Financial Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2016 and held it in 11 quarters.
SevenBridge Financial Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $2K in Q2 2019.
100 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.