Woodard & Company Asset Management Group’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Woodard & Company Asset Management Group’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
2018 Q4	–	Sell	-1,000	Closed	-$14K	–	53
2018 Q3	$14K	Buy	+1,000	New	+$14.3K	0.01%	139
2018 Q1	–	Sell	-1,000	Closed	-$14K	–	206
2017 Q4	$14K	Buy	+1,000	New	+$14K	0.01%	151

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 27.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Woodard & Company Asset Management Group's BXMX Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2018, closing a stake of 1,000 shares — an estimated $14K sold.

Woodard & Company Asset Management Group first reported a position in BXMX in Q4 2017 and held it in 2 quarters. The position peaked at $14K in Q3 2018. 109 funds tracked by Wall St. Rank hold BXMX as of Q4 2018.

Woodard & Company Asset Management Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2018 after selling out during the quarter.
Woodard & Company Asset Management Group sold 1,000 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2018, an estimated $14K.
Woodard & Company Asset Management Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2017 and held it in 2 quarters.
Woodard & Company Asset Management Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $14K in Q3 2018.
109 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.