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Windsor Capital Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Windsor Capital Management’s Portfolio QQQX Stock Details QQQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,053
Closed -$18K – 361
2015
Q3 		$18K Buy
+1,053
New +$19.3K 0.01% 274

Other funds holding QQQX

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Windsor Capital Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q4 2015, closing a stake of 1,053 shares — an estimated $18K sold.

Windsor Capital Management first reported a position in QQQX in Q3 2015 and held it in 1 quarter. The position peaked at $18K in Q3 2015. 59 funds tracked by Wall St. Rank hold QQQX as of Q4 2015.

  • Windsor Capital Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 1,053 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q4 2015, an estimated $18K.
  • Windsor Capital Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $18K in Q3 2015.
  • 59 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q4 2015.

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