OC
MCN

Oarsman Capital’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Oarsman Capital’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
2025
Q1 		– Sell
-3,000
Closed -$20.1K – 591
2024
Q4 		$20.1K Hold
3,000
– – ﹤0.01% 595
2024
Q3 		$21.4K Buy
+3,000
New +$21.7K ﹤0.01% 590
2022
Q2 		– Sell
-11,155
Closed -$88K – 181
2022
Q1 		$88K Sell
11,155
-1,548
-12% -$12.2K 0.03% 187
2021
Q4 		$102K Sell
12,703
-3,070
-19% -$24.5K 0.04% 178
2021
Q3 		$124K Sell
15,773
-2,500
-14% -$20.3K 0.05% 190
2021
Q2 		$148K Sell
18,273
-600
-3% -$4.82K 0.06% 186
2021
Q1 		$143K Sell
18,873
-3,757
-17% -$27.3K 0.06% 183
2020
Q4 		$153K Sell
22,630
-65
-0.3% -$409 0.06% 178
2020
Q3 		$136K Sell
22,695
-2,320
-9% -$13.7K 0.06% 169
2020
Q2 		$141K Buy
25,015
+6,467
+35% +$35.8K 0.07% 169
2020
Q1 		$94K Sell
18,548
-2,139
-10% -$13K 0.09% 112
2019
Q4 		$137K Sell
20,687
-15,632
-43% -$101K 0.06% 179
2019
Q3 		$232K Sell
36,319
-98
-0.3% -$633 0.11% 165
2019
Q2 		$241K Sell
36,417
-5,989
-14% -$39.8K 0.11% 162
2019
Q1 		$290K Buy
+42,406
New +$285K 0.14% 143
2018
Q3 		– Sell
-56,395
Closed -$420K – 182
2018
Q2 		$420K Sell
56,395
-812
-1% -$6.02K 0.19% 126
2018
Q1 		$415K Sell
57,207
-975
-2% -$7.39K 0.19% 127
2017
Q4 		$449K Sell
58,182
-2,250
-4% -$17.3K 0.19% 125
2017
Q3 		$474K Sell
60,432
-1,350
-2% -$10.6K 0.2% 118
2017
Q2 		$484K Sell
61,782
-1,150
-2% -$9.16K 0.22% 111
2017
Q1 		$505K Buy
62,932
+18,150
+41% +$144K 0.24% 103
2016
Q4 		$345K Sell
44,782
-26,513
-37% -$206K 0.22% 119
2016
Q3 		$555K Sell
71,295
-120
-0.2% -$935 0.28% 94
2016
Q2 		$547K Sell
71,415
-200
-0.3% -$1.5K 0.28% 91
2016
Q1 		$535K Sell
71,615
-1,150
-2% -$8.24K 0.28% 96
2015
Q4 		$537K Sell
72,765
-3,355
-4% -$25.5K 0.3% 97
2015
Q3 		$539K Sell
76,120
-2,700
-3% -$20.7K 0.32% 100
2015
Q2 		$629K Sell
78,820
-15,400
-16% -$127K 0.43% 78
2015
Q1 		$774K Sell
94,220
-5,000
-5% -$41.3K 0.53% 67
2014
Q4 		$808K Sell
99,220
-24,936
-20% -$208K 0.58% 62
2014
Q3 		$1.04M Sell
124,156
-10,971
-8% -$95.6K 0.77% 45
2014
Q2 		$1.19M Sell
135,127
-3,025
-2% -$25.7K 0.86% 38
2014
Q1 		$1.14M Sell
138,152
-5,900
-4% -$48.6K 0.88% 37
2013
Q4 		$1.18M Buy
144,052
+370
+0.3% +$3.02K 0.95% 35
2013
Q3 		$1.14M Buy
143,682
+2,600
+2% +$20.9K 0.99% 35
2013
Q2 		$1.12M Buy
+141,082
New +$1.14M 1.06% 34

Other funds holding MCN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oarsman Capital's MCN Position: Q1 2025 in Review

Oarsman Capital sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q1 2025, closing a stake of 3,000 shares — an estimated $20.1K sold.

Oarsman Capital first reported a position in MCN in Q2 2013 and held it in 36 quarters. The position peaked at $1.19M in Q2 2014. 42 funds tracked by Wall St. Rank hold MCN as of Q1 2025.

  • Oarsman Capital reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 3,000 Madison Covered Call & Equity Strategy Fund shares in Q1 2025, an estimated $20.1K.
  • Oarsman Capital first reported a position in Madison Covered Call & Equity Strategy Fund in Q2 2013 and held it in 36 quarters.
  • Oarsman Capital's Madison Covered Call & Equity Strategy Fund position peaked at $1.19M in Q2 2014.
  • 42 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.