WWM
BXMX

Willingdon Wealth Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Willingdon Wealth Management’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
Q2 		– Sell
-50
Closed -$1K – 312
2019
Q1 		$1K Hold
50
– – ﹤0.01% 329
2018
Q4 		$1K Hold
50
– – ﹤0.01% 315
2018
Q3 		$1K Buy
+50
New +$717 ﹤0.01% 386

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Willingdon Wealth Management's BXMX Position: Q2 2019 in Review

Willingdon Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2019, closing a stake of 50 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in BXMX in Q3 2018 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 102 funds tracked by Wall St. Rank hold BXMX as of Q2 2019.

  • Willingdon Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 50 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2018 and held it in 3 quarters.
  • Willingdon Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1K in Q1 2019.
  • 102 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2019.

Based on Willingdon Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.