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

Whitnell & Co’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 Q4	$78K	Hold	5,676	–	–	0.02%	190
2019 Q3	$74K	Hold	5,676	–	–	0.02%	188
2019 Q2	$76K	Hold	5,676	–	–	0.03%	172
2019 Q1	$75K	Hold	5,676	–	–	0.03%	173
2018 Q4	$69K	Hold	5,676	–	–	0.03%	172
2018 Q3	$82K	Hold	5,676	–	–	0.03%	165
2018 Q2	$80K	Hold	5,676	–	–	0.03%	160
2018 Q1	$76K	Hold	5,676	–	–	0.03%	165
2017 Q4	$81K	Hold	5,676	–	–	0.03%	159
2017 Q3	$79K	Hold	5,676	–	–	0.03%	158
2017 Q2	$79K	Hold	5,676	–	–	0.04%	156
2017 Q1	$75K	Sell	5,676 -7,831	-58%	-$103K	0.03%	160
2016 Q4	$172K	Hold	13,507	–	–	0.08%	133
2016 Q3	$179K	Sell	13,507 -1,904	-12%	-$24.9K	0.06%	142
2016 Q2	$201K	Hold	15,411	–	–	0.07%	140
2016 Q1	$196K	Hold	15,411	–	–	0.07%	141
2015 Q4	$207K	Hold	15,411	–	–	0.08%	139
2015 Q3	$186K	Hold	15,411	–	–	0.07%	135
2015 Q2	$198K	Sell	15,411 -2,011	-12%	-$25.8K	0.07%	135
2015 Q1	$223K	Hold	17,422	–	–	0.08%	127
2014 Q4	$211K	Buy	+17,422	New	+$222K	0.08%	128

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

LTFS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

CAN

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

Whitnell & Co's BXMX Position: Q4 2019 in Review

Whitnell & Co held its Nuveen S&P 500 Buy-Write Income Fund (BXMX) position steady in Q4 2019 at 5,676 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #190.

Whitnell & Co first reported a position in BXMX in Q4 2014 and has held it in 21 quarters since. The position peaked at $223K in Q1 2015. 106 funds tracked by Wall St. Rank hold BXMX as of Q4 2019.

Whitnell & Co held 5,676 shares of Nuveen S&P 500 Buy-Write Income Fund worth $78K as of Q4 2019.
Whitnell & Co left its Nuveen S&P 500 Buy-Write Income Fund share count unchanged in Q4 2019.
Nuveen S&P 500 Buy-Write Income Fund made up 0.02% of Whitnell & Co's portfolio in Q4 2019, its #190 holding.
Whitnell & Co first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2014 and has held it in 21 quarters since.
Whitnell & Co's Nuveen S&P 500 Buy-Write Income Fund position peaked at $223K in Q1 2015.
106 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.