YCM
SPXX icon

Yakira Capital Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Yakira Capital Management’s Portfolio SPXX Stock Details SPXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,148
Closed -$135K – 286
2020
Q3 		$135K Hold
10,148
– – 0.04% 187
2020
Q2 		$130K Hold
10,148
– – 0.06% 126
2020
Q1 		$118K Buy
+10,148
New +$152K 0.04% 117

Other funds holding SPXX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Yakira Capital Management's SPXX Position: Q4 2020 in Review

Yakira Capital Management sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q4 2020, closing a stake of 10,148 shares — an estimated $135K sold.

Yakira Capital Management first reported a position in SPXX in Q1 2020 and held it in 3 quarters. The position peaked at $135K in Q3 2020. 56 funds tracked by Wall St. Rank hold SPXX as of Q4 2020.

  • Yakira Capital Management reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q4 2020 after selling out during the quarter.
  • Yakira Capital Management sold 10,148 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q4 2020, an estimated $135K.
  • Yakira Capital Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2020 and held it in 3 quarters.
  • Yakira Capital Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $135K in Q3 2020.
  • 56 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2020.

Based on Yakira Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.