CIBC Private Wealth Group
MCN

CIBC Private Wealth Group’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

CIBC Private Wealth Group’s Portfolio MCN Stock Details MCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,775
Closed -$27.3K – 3219
2024
Q2 		$27.3K Buy
+3,775
New +$27.2K ﹤0.01% 1916
2018
Q1 		– Sell
-1,300
Closed -$10K – 2020
2017
Q4 		$10K Buy
+1,300
New +$9.98K ﹤0.01% 1550

Other funds holding MCN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

CIBC Private Wealth Group's MCN Position: Q3 2024 in Review

CIBC Private Wealth Group sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q3 2024, closing a stake of 3,775 shares — an estimated $27.3K sold.

CIBC Private Wealth Group first reported a position in MCN in Q4 2017 and held it in 2 quarters. The position peaked at $27.3K in Q2 2024. 44 funds tracked by Wall St. Rank hold MCN as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 3,775 Madison Covered Call & Equity Strategy Fund shares in Q3 2024, an estimated $27.3K.
  • CIBC Private Wealth Group first reported a position in Madison Covered Call & Equity Strategy Fund in Q4 2017 and held it in 2 quarters.
  • CIBC Private Wealth Group's Madison Covered Call & Equity Strategy Fund position peaked at $27.3K in Q2 2024.
  • 44 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q3 2024.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.