WCM
BXMX

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

Windsor Capital 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
2015
Q4 		– Sell
-685
Closed -$8K – 146
2015
Q3 		$8K Buy
+685
New +$8.71K ﹤0.01% 352

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Windsor Capital Management's BXMX Position: Q4 2015 in Review

Windsor Capital Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2015, closing a stake of 685 shares — an estimated $8K sold.

Windsor Capital Management first reported a position in BXMX in Q3 2015 and held it in 1 quarter. The position peaked at $8K in Q3 2015. 80 funds tracked by Wall St. Rank hold BXMX as of Q4 2015.

  • Windsor Capital Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 685 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2015, an estimated $8K.
  • Windsor Capital Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $8K in Q3 2015.
  • 80 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.