SPC
BXMX

Sigma Planning Corp’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Sigma Planning Corp’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
-13,357
Closed -$151K – 1210
2020
Q3 		$151K Sell
13,357
-747
-5% -$8.54K 0.01% 989
2020
Q2 		$155K Sell
14,104
-263
-2% -$2.86K 0.01% 961
2020
Q1 		$145K Sell
14,367
-4,487
-24% -$55.9K 0.01% 819
2019
Q4 		$259K Sell
18,854
-1,087
-5% -$14.7K 0.01% 860
2019
Q3 		$261K Sell
19,941
-2,489
-11% -$32.5K 0.01% 829
2019
Q2 		$299K Sell
22,430
-473
-2% -$6.21K 0.02% 734
2019
Q1 		$302K Buy
22,903
+13
+0.1% +$168 0.02% 674
2018
Q4 		$276K Sell
22,890
-1,439
-6% -$18.9K 0.02% 633
2018
Q3 		$350K Sell
24,329
-1,240
-5% -$17.8K 0.02% 626
2018
Q2 		$360K Sell
25,569
-14
-0.1% -$196 0.02% 565
2018
Q1 		$341K Buy
25,583
+715
+3% +$9.87K 0.02% 561
2017
Q4 		$354K Buy
24,868
+329
+1% +$4.62K 0.03% 537
2017
Q3 		$343K Sell
24,539
-117
-0.5% -$1.62K 0.03% 553
2017
Q2 		$341K Sell
24,656
-485
-2% -$6.72K 0.03% 525
2017
Q1 		$333K Buy
25,141
+1,236
+5% +$16.3K 0.03% 537
2016
Q4 		$304K Sell
23,905
-970
-4% -$12.3K 0.03% 518
2016
Q3 		$329K Sell
24,875
-342
-1% -$4.47K 0.04% 480
2016
Q2 		$329K Sell
25,217
-4,227
-14% -$54.1K 0.04% 451
2016
Q1 		$375K Sell
29,444
-2,322
-7% -$28.4K 0.05% 382
2015
Q4 		$427K Buy
31,766
+558
+2% +$7.14K 0.06% 358
2015
Q3 		$377K Sell
31,208
-919
-3% -$11.7K 0.06% 376
2015
Q2 		$412K Buy
32,127
+1,725
+6% +$22.1K 0.06% 392
2015
Q1 		$389K Buy
30,402
+7,762
+34% +$100K 0.05% 427
2014
Q4 		$274K Buy
+22,640
New +$288K 0.04% 532

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Sigma Planning Corp's BXMX Position: Q4 2020 in Review

Sigma Planning Corp sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2020, closing a stake of 13,357 shares — an estimated $151K sold.

Sigma Planning Corp first reported a position in BXMX in Q4 2014 and held it in 24 quarters. The position peaked at $427K in Q4 2015. 122 funds tracked by Wall St. Rank hold BXMX as of Q4 2020.

  • Sigma Planning Corp reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 13,357 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2020, an estimated $151K.
  • Sigma Planning Corp first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2014 and held it in 24 quarters.
  • Sigma Planning Corp's Nuveen S&P 500 Buy-Write Income Fund position peaked at $427K in Q4 2015.
  • 122 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2020.

Based on Sigma Planning Corp's 13F filing for Q4 2020, filed 9 Feb 2021.