Laird Norton Wetherby Wealth Management’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Laird Norton Wetherby Wealth 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
2022 Q1	–	Sell	-10,531	Closed	-$84K	–	954
2021 Q4	$84K	Hold	10,531	–	–	﹤0.01%	919
2021 Q3	$83K	Hold	10,531	–	–	0.01%	916
2021 Q2	$85K	Buy	+10,531	New	+$84.5K	0.01%	918
2021 Q1	–	Sell	-10,531	Closed	-$71K	–	854
2020 Q4	$71K	Buy	+10,531	New	+$66.3K	﹤0.01%	891

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SWM

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's MCN Position: Q1 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q1 2022, closing a stake of 10,531 shares — an estimated $84K sold.

Laird Norton Wetherby Wealth Management first reported a position in MCN in Q4 2020 and held it in 4 quarters. The position peaked at $85K in Q2 2021. 39 funds tracked by Wall St. Rank hold MCN as of Q1 2022.

Laird Norton Wetherby Wealth Management reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q1 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 10,531 Madison Covered Call & Equity Strategy Fund shares in Q1 2022, an estimated $84K.
Laird Norton Wetherby Wealth Management first reported a position in Madison Covered Call & Equity Strategy Fund in Q4 2020 and held it in 4 quarters.
Laird Norton Wetherby Wealth Management's Madison Covered Call & Equity Strategy Fund position peaked at $85K in Q2 2021.
39 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q1 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.