PCIA
MCN

Prime Capital Investment Advisors’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Prime Capital Investment 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
2022
Q4 		– Sell
-10,000
Closed -$65K – 534
2022
Q3 		$65K Hold
10,000
– – ﹤0.01% 392
2022
Q2 		$68K Buy
+10,000
New +$72.2K ﹤0.01% 371

Other funds holding MCN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Prime Capital Investment Advisors's MCN Position: Q4 2022 in Review

Prime Capital Investment Advisors sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q4 2022, closing a stake of 10,000 shares — an estimated $65K sold.

Prime Capital Investment Advisors first reported a position in MCN in Q2 2022 and held it in 2 quarters. The position peaked at $68K in Q2 2022. 40 funds tracked by Wall St. Rank hold MCN as of Q4 2022.

  • Prime Capital Investment Advisors reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q4 2022 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 10,000 Madison Covered Call & Equity Strategy Fund shares in Q4 2022, an estimated $65K.
  • Prime Capital Investment Advisors first reported a position in Madison Covered Call & Equity Strategy Fund in Q2 2022 and held it in 2 quarters.
  • Prime Capital Investment Advisors's Madison Covered Call & Equity Strategy Fund position peaked at $68K in Q2 2022.
  • 40 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q4 2022.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.