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

Wedbush Securities’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 Q4	–	Sell	-12,517	Closed	-$166K	–	826
2016 Q3	$166K	Hold	12,517	–	–	0.02%	699
2016 Q2	$163K	Sell	12,517 -768	-6%	-$9.83K	0.03%	654
2016 Q1	$169K	Buy	13,285 +1,003	+8%	+$12.3K	0.03%	616
2015 Q4	$165K	Sell	12,282 -500	-4%	-$6.4K	0.03%	592
2015 Q3	$155K	Hold	12,782	–	–	0.03%	574
2015 Q2	$164K	Hold	12,782	–	–	0.03%	603
2015 Q1	$164K	Buy	+12,782	New	+$165K	0.03%	610

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SFS

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

Wedbush Securities's BXMX Position: Q4 2016 in Review

Wedbush Securities sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2016, closing a stake of 12,517 shares — an estimated $166K sold.

Wedbush Securities first reported a position in BXMX in Q1 2015 and held it in 7 quarters. The position peaked at $169K in Q1 2016. 87 funds tracked by Wall St. Rank hold BXMX as of Q4 2016.

Wedbush Securities reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2016 after selling out during the quarter.
Wedbush Securities sold 12,517 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2016, an estimated $166K.
Wedbush Securities first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2015 and held it in 7 quarters.
Wedbush Securities's Nuveen S&P 500 Buy-Write Income Fund position peaked at $169K in Q1 2016.
87 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2016.

Based on Wedbush Securities's 13F filing for Q4 2016, filed 25 Jan 2017.