PA
MCN

Parallel Advisors’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Parallel Advisors’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
Q2 		– Sell
-2,549
Closed -$18.6K – 3383
2024
Q1 		$18.6K Buy
2,549
+45
+2% +$327 ﹤0.01% 2018
2023
Q4 		$18.9K Buy
2,504
+437
+21% +$3.08K ﹤0.01% 1985
2023
Q3 		$14.6K Buy
+2,067
New +$15.2K ﹤0.01% 2013

Other funds holding MCN

Osaic Holdings
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Parallel Advisors's MCN Position: Q2 2024 in Review

Parallel Advisors sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q2 2024, closing a stake of 2,549 shares — an estimated $18.6K sold.

Parallel Advisors first reported a position in MCN in Q3 2023 and held it in 3 quarters. The position peaked at $18.9K in Q4 2023. 39 funds tracked by Wall St. Rank hold MCN as of Q2 2024.

  • Parallel Advisors reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q2 2024 after selling out during the quarter.
  • Parallel Advisors sold 2,549 Madison Covered Call & Equity Strategy Fund shares in Q2 2024, an estimated $18.6K.
  • Parallel Advisors first reported a position in Madison Covered Call & Equity Strategy Fund in Q3 2023 and held it in 3 quarters.
  • Parallel Advisors's Madison Covered Call & Equity Strategy Fund position peaked at $18.9K in Q4 2023.
  • 39 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q2 2024.

Based on Parallel Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.