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Weiss Asset Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Weiss Asset Management’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
2020
Q4 		– Sell
-11,432
Closed -$152K – 334
2020
Q3 		$152K Buy
+11,432
New +$154K 0.01% 205
2019
Q1 		– Sell
-16,112
Closed -$226K – 513
2018
Q4 		$226K Buy
+16,112
New +$250K 0.02% 315

Other funds holding SPXX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Weiss Asset Management's SPXX Position: Q4 2020 in Review

Weiss Asset Management sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q4 2020, closing a stake of 11,432 shares — an estimated $152K sold.

Weiss Asset Management first reported a position in SPXX in Q4 2018 and held it in 2 quarters. The position peaked at $226K in Q4 2018. 56 funds tracked by Wall St. Rank hold SPXX as of Q4 2020.

  • Weiss Asset Management reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q4 2020 after selling out during the quarter.
  • Weiss Asset Management sold 11,432 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q4 2020, an estimated $152K.
  • Weiss Asset Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2018 and held it in 2 quarters.
  • Weiss Asset Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $226K in Q4 2018.
  • 56 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2020.

Based on Weiss Asset Management's 13F filing for Q4 2020, filed 12 Feb 2021.