CWA
MCN

Clarus Wealth Advisors’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-8,184
Closed -$54K – 397
2019
Q2 		$54K Buy
8,184
+216
+3% +$1.44K 0.04% 259
2019
Q1 		$54K Buy
7,968
+204
+3% +$1.37K 0.04% 275
2018
Q4 		$48K Buy
7,764
+148
+2% +$1.05K 0.08% 263
2018
Q3 		$59K Buy
+7,616
New +$58.9K 0.04% 268

Other funds holding MCN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clarus Wealth Advisors's MCN Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q3 2019, closing a stake of 8,184 shares — an estimated $54K sold.

Clarus Wealth Advisors first reported a position in MCN in Q3 2018 and held it in 4 quarters. The position peaked at $59K in Q3 2018. 37 funds tracked by Wall St. Rank hold MCN as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 8,184 Madison Covered Call & Equity Strategy Fund shares in Q3 2019, an estimated $54K.
  • Clarus Wealth Advisors first reported a position in Madison Covered Call & Equity Strategy Fund in Q3 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's Madison Covered Call & Equity Strategy Fund position peaked at $59K in Q3 2018.
  • 37 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.