TCM
BXMX

Telos Capital Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Telos Capital 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
2016
Q2 		– Sell
-19,286
Closed -$245K – 141
2016
Q1 		$245K Buy
+19,286
New +$236K 0.13% 125

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Telos Capital Management's BXMX Position: Q2 2016 in Review

Telos Capital Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2016, closing a stake of 19,286 shares — an estimated $245K sold.

Telos Capital Management first reported a position in BXMX in Q1 2016 and held it in 1 quarter. The position peaked at $245K in Q1 2016. 83 funds tracked by Wall St. Rank hold BXMX as of Q2 2016.

  • Telos Capital Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2016 after selling out during the quarter.
  • Telos Capital Management sold 19,286 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2016, an estimated $245K.
  • Telos Capital Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2016 and held it in 1 quarter.
  • Telos Capital Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $245K in Q1 2016.
  • 83 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2016.

Based on Telos Capital Management's 13F filing for Q2 2016, filed 8 Aug 2016.