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

WealthSource Partners’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 Q2	–	Sell	-12,872	Closed	-$170K	–	452
2019 Q1	$170K	Sell	12,872 -1,058	-8%	-$13.7K	0.04%	337
2018 Q4	$168K	Buy	13,930 +178	+1%	+$2.34K	0.05%	290
2018 Q3	$198K	Sell	13,752 -2,260	-14%	-$32.4K	0.05%	303
2018 Q2	$226K	Sell	16,012 -75	-0.5%	-$1.05K	0.06%	255
2018 Q1	$214K	Buy	16,087 +2,870	+22%	+$39.6K	0.07%	256
2017 Q4	$188K	Buy	13,217 +27	+0.2%	+$379	0.06%	290
2017 Q3	$184K	Buy	13,190 +1,040	+9%	+$14.4K	0.06%	279
2017 Q2	$168K	Sell	12,150 -200	-2%	-$2.77K	0.06%	272
2017 Q1	$164K	Buy	12,350 +230	+2%	+$3.03K	0.06%	271
2016 Q4	$154K	Buy	+12,120	New	+$154K	0.06%	231
2016 Q3	–	Sell	-15,093	Closed	-$197K	–	265
2016 Q2	$197K	Buy	+15,093	New	+$193K	0.07%	244

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

WealthSource Partners's BXMX Position: Q2 2019 in Review

WealthSource Partners sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2019, closing a stake of 12,872 shares — an estimated $170K sold.

WealthSource Partners first reported a position in BXMX in Q2 2016 and held it in 11 quarters. The position peaked at $226K in Q2 2018. 102 funds tracked by Wall St. Rank hold BXMX as of Q2 2019.

WealthSource Partners reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2019 after selling out during the quarter.
WealthSource Partners sold 12,872 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2019, an estimated $170K.
WealthSource Partners first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2016 and held it in 11 quarters.
WealthSource Partners's Nuveen S&P 500 Buy-Write Income Fund position peaked at $226K in Q2 2018.
102 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2019.

Based on WealthSource Partners's 13F filing for Q2 2019, filed 9 Aug 2019.