TC
BXMX

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

TFS Capital’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
-21,761
Closed -$279K – 900
2015
Q2 		$279K Hold
21,761
– – 0.03% 678
2015
Q1 		$279K Sell
21,761
-44,400
-67% -$573K 0.03% 707
2014
Q4 		$801K Buy
+66,161
New +$841K 0.08% 438

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

TFS Capital's BXMX Position: Q3 2015 in Review

TFS Capital sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2015, closing a stake of 21,761 shares — an estimated $279K sold.

TFS Capital first reported a position in BXMX in Q4 2014 and held it in 3 quarters. The position peaked at $801K in Q4 2014. 78 funds tracked by Wall St. Rank hold BXMX as of Q3 2015.

  • TFS Capital reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2015 after selling out during the quarter.
  • TFS Capital sold 21,761 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2015, an estimated $279K.
  • TFS Capital first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2014 and held it in 3 quarters.
  • TFS Capital's Nuveen S&P 500 Buy-Write Income Fund position peaked at $801K in Q4 2014.
  • 78 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2015.

Based on TFS Capital's 13F filing for Q3 2015, filed 3 Nov 2015.