STMM
BXMX

South Texas Money Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

South Texas Money Management’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
2015
Q4 		– Sell
-12,640
Closed -$153K – 216
2015
Q3 		$153K Buy
+12,640
New +$161K 0.01% 183

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 $445B AUM 25.58% 1-Year Est. Return
CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

South Texas Money Management's BXMX Position: Q4 2015 in Review

South Texas Money Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2015, closing a stake of 12,640 shares — an estimated $153K sold.

South Texas Money Management first reported a position in BXMX in Q3 2015 and held it in 1 quarter. The position peaked at $153K in Q3 2015. 80 funds tracked by Wall St. Rank hold BXMX as of Q4 2015.

  • South Texas Money Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2015 after selling out during the quarter.
  • South Texas Money Management sold 12,640 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2015, an estimated $153K.
  • South Texas Money Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2015 and held it in 1 quarter.
  • South Texas Money Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $153K in Q3 2015.
  • 80 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2015.

Based on South Texas Money Management's 13F filing for Q4 2015, filed 11 Feb 2016.