Trust Company’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-1,800
Closed -$25K 405
2016
Q3
$25K Buy
+1,800
New +$25K 0.01% 226

Other funds holding SPXX

Trust Company's SPXX Position: Q4 2016 in Review

Trust Company sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q4 2016, closing a stake of 1,800 shares — an estimated $25K sold.

Trust Company first reported a position in SPXX in Q3 2016 and held it in 1 quarter. The position peaked at $25K in Q3 2016. 36 funds tracked by Wall St. Rank hold SPXX as of Q4 2016.

  • Trust Company reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q4 2016 after selling out during the quarter.
  • Trust Company sold 1,800 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q4 2016, an estimated $25K.
  • Trust Company first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2016 and held it in 1 quarter.
  • Trust Company's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $25K in Q3 2016.
  • 36 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2016.

Based on Trust Company's 13F filing for Q4 2016, filed 12 Jan 2017.