UIA
BXMX

UBP Investment Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

UBP Investment Advisors’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
-19,282
Closed -$257K – 54
2019
Q2 		$257K Hold
19,282
– – 0.23% 45
2019
Q1 		$255K Hold
19,282
– – 0.24% 44
2018
Q4 		$233K Hold
19,282
– – 0.25% 40
2018
Q3 		$277K Buy
+19,282
New +$277K 0.26% 52

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBP Investment Advisors's BXMX Position: Q3 2019 in Review

UBP Investment Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2019, closing a stake of 19,282 shares — an estimated $257K sold.

UBP Investment Advisors first reported a position in BXMX in Q3 2018 and held it in 4 quarters. The position peaked at $277K in Q3 2018. 100 funds tracked by Wall St. Rank hold BXMX as of Q3 2019.

  • UBP Investment Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2019 after selling out during the quarter.
  • UBP Investment Advisors sold 19,282 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2019, an estimated $257K.
  • UBP Investment Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2018 and held it in 4 quarters.
  • UBP Investment Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $277K 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 UBP Investment Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.