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WFG Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

WFG Advisors’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
2014
Q4 		– Sell
-855
Closed -$12K – 2230
2014
Q3 		$12K Buy
855
+15
+2% +$216 ﹤0.01% 1442
2014
Q2 		$12K Buy
840
+16
+2% +$231 ﹤0.01% 1432
2014
Q1 		$12K Hold
824
– – ﹤0.01% 1421
2013
Q4 		$12K Buy
824
+32
+4% +$449 ﹤0.01% 1526
2013
Q3 		$11K Buy
792
+15
+2% +$209 ﹤0.01% 1492
2013
Q2 		$11K Buy
+777
New +$10.7K ﹤0.01% 1423

Other funds holding SPXX

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's SPXX Position: Q4 2014 in Review

WFG Advisors sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q4 2014, closing a stake of 855 shares — an estimated $12K sold.

WFG Advisors first reported a position in SPXX in Q2 2013 and held it in 6 quarters. The position peaked at $12K in Q3 2014. 32 funds tracked by Wall St. Rank hold SPXX as of Q4 2014.

  • WFG Advisors reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 855 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q4 2014, an estimated $12K.
  • WFG Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $12K in Q3 2014.
  • 32 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.