SFWA
BXMX

Summit Financial Wealth Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Summit Financial Wealth Advisors’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
Q3 		– Sell
-7,342
Closed -$94K – 224
2015
Q2 		$94K Buy
+7,342
New +$94.2K 0.06% 107

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Summit Financial Wealth Advisors's BXMX Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2015, closing a stake of 7,342 shares — an estimated $94K sold.

Summit Financial Wealth Advisors first reported a position in BXMX in Q2 2015 and held it in 1 quarter. The position peaked at $94K in Q2 2015. 78 funds tracked by Wall St. Rank hold BXMX as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 7,342 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2015, an estimated $94K.
  • Summit Financial Wealth Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2015 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $94K in Q2 2015.
  • 78 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.