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TD Capital Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

TD Capital Management’s Portfolio QQQX Stock Details QQQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-280
Closed -$5K – 177
2016
Q2 		$5K Buy
+280
New +$5.04K ﹤0.01% 142

Other funds holding QQQX

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TD Capital Management's QQQX Position: Q3 2016 in Review

TD Capital Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q3 2016, closing a stake of 280 shares — an estimated $5K sold.

TD Capital Management first reported a position in QQQX in Q2 2016 and held it in 1 quarter. The position peaked at $5K in Q2 2016. 55 funds tracked by Wall St. Rank hold QQQX as of Q3 2016.

  • TD Capital Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q3 2016 after selling out during the quarter.
  • TD Capital Management sold 280 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q3 2016, an estimated $5K.
  • TD Capital Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2016 and held it in 1 quarter.
  • TD Capital Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $5K in Q2 2016.
  • 55 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2016.

Based on TD Capital Management's 13F filing for Q3 2016, filed 7 Nov 2016.