Shepherd Kaplan Krochuk’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Shepherd Kaplan Krochuk’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
2020 Q4	–	Sell	-45,680	Closed	-$515K	–	191
2020 Q3	$515K	Buy	45,680 +28,830	+171%	+$330K	0.21%	74
2020 Q2	$185K	Buy	+16,850	New	+$183K	0.08%	158
2015 Q1	–	Sell	-10,490	Closed	-$127K	–	413
2014 Q4	$127K	Hold	10,490	–	–	0.02%	403
2014 Q3	$134K	Hold	10,490	–	–	0.02%	477
2014 Q2	$138K	Hold	10,490	–	–	0.01%	490
2014 Q1	$133K	Hold	10,490	–	–	0.02%	508
2013 Q4	$132K	Hold	10,490	–	–	0.02%	474
2013 Q3	$127K	Hold	10,490	–	–	0.02%	492
2013 Q2	$132K	Buy	+10,490	New	+$134K	0.03%	493

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

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

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

Shepherd Kaplan Krochuk's BXMX Position: Q4 2020 in Review

Shepherd Kaplan Krochuk sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2020, closing a stake of 45,680 shares — an estimated $515K sold.

Shepherd Kaplan Krochuk first reported a position in BXMX in Q2 2013 and held it in 9 quarters. The position peaked at $515K in Q3 2020. 122 funds tracked by Wall St. Rank hold BXMX as of Q4 2020.

Shepherd Kaplan Krochuk reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2020 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 45,680 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2020, an estimated $515K.
Shepherd Kaplan Krochuk first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and held it in 9 quarters.
Shepherd Kaplan Krochuk's Nuveen S&P 500 Buy-Write Income Fund position peaked at $515K in Q3 2020.
122 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2020.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2020, filed 12 Feb 2021.