U
BXMX

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

UBS’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
2014
Q3 		$4.2M Buy
329,349
+25,631
+8% +$334K ﹤0.01% 2197
2014
Q2 		$3.98M Sell
303,718
-24,823
-8% -$319K ﹤0.01% 2173
2014
Q1 		$4.15M Sell
328,541
-18,438
-5% -$230K ﹤0.01% 2042
2013
Q4 		$4.36M Buy
346,979
+29,430
+9% +$365K ﹤0.01% 2007
2013
Q3 		$3.84M Buy
317,549
+16,979
+6% +$211K ﹤0.01% 1951
2013
Q2 		$3.78M Buy
+300,570
New +$3.83M ﹤0.01% 1896

Other funds holding BXMX

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS's BXMX Position: Q3 2014 in Review

UBS increased its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 8.4% in Q3 2014, buying an estimated $334K and bringing the position to 329,349 shares worth $4.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

UBS first reported a position in BXMX in Q2 2013 and has held it in 6 quarters since. The position peaked at $4.36M in Q4 2013. 51 funds tracked by Wall St. Rank hold BXMX as of Q3 2014.

  • UBS held 329,349 shares of Nuveen S&P 500 Buy-Write Income Fund worth $4.2M as of Q3 2014.
  • UBS bought 25,631 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2014, an estimated $334K.
  • Nuveen S&P 500 Buy-Write Income Fund made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2197 holding.
  • UBS first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and has held it in 6 quarters since.
  • UBS's Nuveen S&P 500 Buy-Write Income Fund position peaked at $4.36M in Q4 2013.
  • 51 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.