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Sonora Investment Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Sonora Investment Management’s Portfolio SPXX Stock Details SPXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-420
Closed -$7K – 1738
2019
Q1 		$7K Buy
+420
New +$6.36K ﹤0.01% 1169

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Sonora Investment Management's SPXX Position: Q2 2019 in Review

Sonora Investment Management sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2019, closing a stake of 420 shares — an estimated $7K sold.

Sonora Investment Management first reported a position in SPXX in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 42 funds tracked by Wall St. Rank hold SPXX as of Q2 2019.

  • Sonora Investment Management reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2019 after selling out during the quarter.
  • Sonora Investment Management sold 420 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2019, an estimated $7K.
  • Sonora Investment Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2019 and held it in 1 quarter.
  • Sonora Investment Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $7K in Q1 2019.
  • 42 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2019.

Based on Sonora Investment Management's 13F filing for Q2 2019, filed 19 Jul 2019.