Trustmark National Bank Trust Department’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Trustmark National Bank Trust Department’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
2019 Q3	–	Sell	-4,946	Closed	-$66K	–	278
2019 Q2	$66K	Sell	4,946 -624	-11%	-$8.2K	0.01%	319
2019 Q1	$74K	Sell	5,570 -1,712	-24%	-$22.1K	0.01%	298
2018 Q4	$88K	Hold	7,282	–	–	0.01%	278
2018 Q3	$105K	Buy	+7,282	New	+$104K	0.01%	279

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Trustmark National Bank Trust Department's BXMX Position: Q3 2019 in Review

Trustmark National Bank Trust Department sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2019, closing a stake of 4,946 shares — an estimated $66K sold.

Trustmark National Bank Trust Department first reported a position in BXMX in Q3 2018 and held it in 4 quarters. The position peaked at $105K in Q3 2018. 100 funds tracked by Wall St. Rank hold BXMX as of Q3 2019.

Trustmark National Bank Trust Department reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2019 after selling out during the quarter.
Trustmark National Bank Trust Department sold 4,946 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2019, an estimated $66K.
Trustmark National Bank Trust Department first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2018 and held it in 4 quarters.
Trustmark National Bank Trust Department's Nuveen S&P 500 Buy-Write Income Fund position peaked at $105K in Q3 2018.
100 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2019.

Based on Trustmark National Bank Trust Department's 13F filing for Q3 2019, filed 14 Nov 2019.