VSR Financial Services’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

VSR Financial Services’s Portfolio SPXX Stock Details SPXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$270K	Buy	+20,000	New	+$269K	0.04%	386

Other funds holding SPXX

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

VSR Financial Services's SPXX Position: Q2 2016 in Review

VSR Financial Services opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2016: 20,000 shares worth $270K. The stake represents 0.04% of the portfolio and ranks #386 among its holdings.

42 funds tracked by Wall St. Rank hold SPXX as of Q2 2016.

VSR Financial Services held 20,000 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $270K as of Q2 2016.
Nuveen S&P 500 Dynamic Overwrite Fund was a new VSR Financial Services position in Q2 2016.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.04% of VSR Financial Services's portfolio in Q2 2016, its #386 holding.
42 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.