RWA
MCN

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

Ropes Wealth 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
2020
Q4 		– Sell
-1,000
Closed -$6K – 873
2020
Q3 		$6K Buy
+1,000
New +$5.9K ﹤0.01% 555

Other funds holding MCN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ropes Wealth Advisors's MCN Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q4 2020, closing a stake of 1,000 shares — an estimated $6K sold.

Ropes Wealth Advisors first reported a position in MCN in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 40 funds tracked by Wall St. Rank hold MCN as of Q4 2020.

  • Ropes Wealth Advisors reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q4 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,000 Madison Covered Call & Equity Strategy Fund shares in Q4 2020, an estimated $6K.
  • Ropes Wealth Advisors first reported a position in Madison Covered Call & Equity Strategy Fund in Q3 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's Madison Covered Call & Equity Strategy Fund position peaked at $6K in Q3 2020.
  • 40 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.