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Steigerwald Gordon & Koch’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Steigerwald Gordon & Koch’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
2016
Q3 		– Sell
-10,000
Closed -$135K – 76
2016
Q2 		$135K Buy
+10,000
New +$135K 0.05% 68

Other funds holding SPXX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Steigerwald Gordon & Koch's SPXX Position: Q3 2016 in Review

Steigerwald Gordon & Koch sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2016, closing a stake of 10,000 shares — an estimated $135K sold.

Steigerwald Gordon & Koch first reported a position in SPXX in Q2 2016 and held it in 1 quarter. The position peaked at $135K in Q2 2016. 40 funds tracked by Wall St. Rank hold SPXX as of Q3 2016.

  • Steigerwald Gordon & Koch reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q3 2016 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 10,000 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2016, an estimated $135K.
  • Steigerwald Gordon & Koch first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2016 and held it in 1 quarter.
  • Steigerwald Gordon & Koch's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $135K in Q2 2016.
  • 40 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2016.

Based on Steigerwald Gordon & Koch's 13F filing for Q3 2016, filed 13 Sep 2018.