Fidelity Investments’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Fidelity Investments’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	-1	Closed	-$8	–	5644
2024 Q2	$8	Buy	+1	New	+$7	﹤0.01%	5299
2023 Q1	–	Sell	-94	Closed	-$729	–	5428
2022 Q4	$729	Buy	+94	New	+$698	﹤0.01%	4699
2022 Q1	–	Sell	-14	Closed	–	–	5276
2021 Q4	$0	Buy	+14	New	+$112	﹤0.01%	4709

Other funds holding MCN

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

Fidelity Investments's MCN Position: Q3 2024 in Review

Fidelity Investments sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q3 2024, closing a stake of 1 share — an estimated $8 sold.

Fidelity Investments first reported a position in MCN in Q4 2021 and held it in 3 quarters. The position peaked at $729 in Q4 2022. 44 funds tracked by Wall St. Rank hold MCN as of Q3 2024.

Fidelity Investments reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q3 2024 after selling out during the quarter.
Fidelity Investments sold 1 Madison Covered Call & Equity Strategy Fund share in Q3 2024, an estimated $8.
Fidelity Investments first reported a position in Madison Covered Call & Equity Strategy Fund in Q4 2021 and held it in 3 quarters.
Fidelity Investments's Madison Covered Call & Equity Strategy Fund position peaked at $729 in Q4 2022.
44 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q3 2024.

Based on Fidelity Investments's 13F filing for Q3 2024, filed 13 Nov 2024.