Sunflower Bank Wealth Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Sunflower Bank Wealth 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
2014 Q4	–	Sell	-12,100	Closed	-$154K	–	99
2014 Q3	$154K	Hold	12,100	–	–	0.05%	98
2014 Q2	$159K	Hold	12,100	–	–	0.06%	97
2014 Q1	$153K	Hold	12,100	–	–	0.07%	99
2013 Q4	$152K	Hold	12,100	–	–	0.08%	97
2013 Q3	$146K	Hold	12,100	–	–	0.08%	93
2013 Q2	$152K	Buy	+12,100	New	+$154K	0.08%	91

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFN

Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sunflower Bank Wealth Management's BXMX Position: Q4 2014 in Review

Sunflower Bank Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2014, closing a stake of 12,100 shares — an estimated $154K sold.

Sunflower Bank Wealth Management first reported a position in BXMX in Q2 2013 and held it in 6 quarters. The position peaked at $159K in Q2 2014. 79 funds tracked by Wall St. Rank hold BXMX as of Q4 2014.

Sunflower Bank Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2014 after selling out during the quarter.
Sunflower Bank Wealth Management sold 12,100 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2014, an estimated $154K.
Sunflower Bank Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and held it in 6 quarters.
Sunflower Bank Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $159K in Q2 2014.
79 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2014.

Based on Sunflower Bank Wealth Management's 13F filing for Q4 2014, filed 6 Feb 2015.