VIA
BXMX

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

Vantage 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
2016
Q3 		– Sell
-7,440
Closed -$97K – 784
2016
Q2 		$97K Buy
+7,440
New +$95.2K 0.04% 178

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Vantage Investment Advisors's BXMX Position: Q3 2016 in Review

Vantage Investment Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2016, closing a stake of 7,440 shares — an estimated $97K sold.

Vantage Investment Advisors first reported a position in BXMX in Q2 2016 and held it in 1 quarter. The position peaked at $97K in Q2 2016. 72 funds tracked by Wall St. Rank hold BXMX as of Q3 2016.

  • Vantage Investment Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2016 after selling out during the quarter.
  • Vantage Investment Advisors sold 7,440 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2016, an estimated $97K.
  • Vantage Investment Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2016 and held it in 1 quarter.
  • Vantage Investment Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $97K in Q2 2016.
  • 72 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2016.

Based on Vantage Investment Advisors's 13F filing for Q3 2016, filed 9 Nov 2016.