FAIM
MCN

Financial Advocates Investment Management’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Financial Advocates Investment Management’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
-12,063
Closed -$91.7K – 798
2024
Q2 		$91.7K Hold
12,063
– – 0.01% 711
2024
Q1 		$88.2K Hold
12,063
– – 0.01% 741
2023
Q4 		$90.8K Buy
+12,063
New +$85K 0.01% 703
2020
Q2 		– Sell
-11,150
Closed -$56K – 630
2020
Q1 		$56K Hold
11,150
– – 0.01% 467
2019
Q4 		$74K Sell
11,150
-8,350
-43% -$54K 0.01% 502
2019
Q3 		$125K Hold
19,500
– – 0.01% 472
2019
Q2 		$129K Buy
19,500
+1,251
+7% +$8.31K 0.02% 459
2019
Q1 		$125K Hold
18,249
– – 0.02% 449
2018
Q4 		$112K Buy
+18,249
New +$130K 0.02% 413
2018
Q3 		– Sell
-27,249
Closed -$206K – 517
2018
Q2 		$206K Hold
27,249
– – 0.03% 460
2018
Q1 		$198K Buy
+27,249
New +$207K 0.03% 463

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 $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $1.06B AUM 48.27% 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

Financial Advocates Investment Management's MCN Position: Q3 2024 in Review

Financial Advocates Investment Management sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q3 2024, closing a stake of 12,063 shares — an estimated $91.7K sold.

Financial Advocates Investment Management first reported a position in MCN in Q1 2018 and held it in 11 quarters. The position peaked at $206K in Q2 2018. 44 funds tracked by Wall St. Rank hold MCN as of Q3 2024.

  • Financial Advocates Investment Management reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q3 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,063 Madison Covered Call & Equity Strategy Fund shares in Q3 2024, an estimated $91.7K.
  • Financial Advocates Investment Management first reported a position in Madison Covered Call & Equity Strategy Fund in Q1 2018 and held it in 11 quarters.
  • Financial Advocates Investment Management's Madison Covered Call & Equity Strategy Fund position peaked at $206K in Q2 2018.
  • 44 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q3 2024.

Based on Financial Advocates Investment Management's 13F filing for Q3 2024, filed 25 Oct 2024.