Key Financial Inc’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Key Financial Inc’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
2023 Q4	–	Sell	-1,250	Closed	-$8.84K	–	1345
2023 Q3	$8.84K	Hold	1,250	–	–	﹤0.01%	750
2023 Q2	$9.25K	Hold	1,250	–	–	﹤0.01%	749
2023 Q1	$9.94K	Hold	1,250	–	–	﹤0.01%	681
2022 Q4	$8.07K	Hold	1,250	–	–	﹤0.01%	681
2022 Q3	$8K	Hold	1,250	–	–	﹤0.01%	684
2022 Q2	$9K	Hold	1,250	–	–	﹤0.01%	658
2022 Q1	$10K	Buy	+1,250	New	+$9.81K	0.01%	642

Other funds holding MCN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Key Financial Inc's MCN Position: Q4 2023 in Review

Key Financial Inc sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q4 2023, closing a stake of 1,250 shares — an estimated $8.84K sold.

Key Financial Inc first reported a position in MCN in Q1 2022 and held it in 7 quarters. The position peaked at $10K in Q1 2022. 41 funds tracked by Wall St. Rank hold MCN as of Q4 2023.

Key Financial Inc reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q4 2023 after selling out during the quarter.
Key Financial Inc sold 1,250 Madison Covered Call & Equity Strategy Fund shares in Q4 2023, an estimated $8.84K.
Key Financial Inc first reported a position in Madison Covered Call & Equity Strategy Fund in Q1 2022 and held it in 7 quarters.
Key Financial Inc's Madison Covered Call & Equity Strategy Fund position peaked at $10K in Q1 2022.
41 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.