SNC
BXMX

Stifel Nicolaus & Co’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$241K Buy
19,935
+1,627
+9% +$20.2K ﹤0.01% 1264
2013
Q2 		$230K Buy
+18,308
New +$233K ﹤0.01% 1214

Other funds holding BXMX

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Stifel Nicolaus & Co's BXMX Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 8.9% in Q3 2013, buying an estimated $20.2K and bringing the position to 19,935 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Stifel Nicolaus & Co first reported a position in BXMX in Q2 2013 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold BXMX as of Q3 2013.

  • Stifel Nicolaus & Co held 19,935 shares of Nuveen S&P 500 Buy-Write Income Fund worth $241K as of Q3 2013.
  • Stifel Nicolaus & Co bought 1,627 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2013, an estimated $20.2K.
  • Nuveen S&P 500 Buy-Write Income Fund made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1264 holding.
  • Stifel Nicolaus & Co first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.