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

WFG 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
2017 Q2	$31K	Hold	2,250	–	–	0.01%	826
2017 Q1	$30K	Hold	2,250	–	–	0.01%	793
2016 Q4	$29K	Hold	2,250	–	–	0.01%	845
2016 Q3	$30K	Sell	2,250 -750	-25%	-$9.81K	0.01%	835
2016 Q2	$39K	Buy	+3,000	New	+$38.4K	0.01%	751
2015 Q1	–	Sell	-3,682	Closed	-$45K	–	1792
2014 Q4	$45K	Buy	3,682 +937	+34%	+$11.9K	0.01%	921
2014 Q3	$35K	Hold	2,745	–	–	0.01%	1037
2014 Q2	$36K	Hold	2,745	–	–	0.01%	1037
2014 Q1	$35K	Hold	2,745	–	–	0.01%	1038
2013 Q4	$34K	Hold	2,745	–	–	﹤0.01%	1136
2013 Q3	$33K	Sell	2,745 -1,800	-40%	-$22.4K	0.01%	1078
2013 Q2	$57K	Buy	+4,545	New	+$57.9K	0.01%	834

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

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

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

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 25.16% 1-Year Est. Return

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

CAN

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

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

AIA

Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return

WFG Advisors's BXMX Position: Q2 2017 in Review

WFG Advisors held its Nuveen S&P 500 Buy-Write Income Fund (BXMX) position steady in Q2 2017 at 2,250 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #826.

WFG Advisors first reported a position in BXMX in Q2 2013 and has held it in 12 quarters since. The position peaked at $57K in Q2 2013. 95 funds tracked by Wall St. Rank hold BXMX as of Q2 2017.

WFG Advisors held 2,250 shares of Nuveen S&P 500 Buy-Write Income Fund worth $31K as of Q2 2017.
WFG Advisors left its Nuveen S&P 500 Buy-Write Income Fund share count unchanged in Q2 2017.
Nuveen S&P 500 Buy-Write Income Fund made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #826 holding.
WFG Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and has held it in 12 quarters since.
WFG Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $57K in Q2 2013.
95 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.