VDFA
BXMX

Vickerman & Driscoll Financial Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Vickerman & Driscoll Financial 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
2018
Q1 		– Sell
-3,606
Closed -$51K – 115
2017
Q4 		$51K Buy
+3,606
New +$50.6K 0.04% 80

Other funds holding BXMX

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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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's BXMX Position: Q1 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2018, closing a stake of 3,606 shares — an estimated $51K sold.

Vickerman & Driscoll Financial Advisors first reported a position in BXMX in Q4 2017 and held it in 1 quarter. The position peaked at $51K in Q4 2017. 94 funds tracked by Wall St. Rank hold BXMX as of Q1 2018.

  • Vickerman & Driscoll Financial Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2018 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 3,606 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2018, an estimated $51K.
  • Vickerman & Driscoll Financial Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2017 and held it in 1 quarter.
  • Vickerman & Driscoll Financial Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $51K in Q4 2017.
  • 94 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2018, filed 13 Nov 2018.