SMFS
MCN

Squar Milner Financial Services’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

Squar Milner Financial Services’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
2018
Q3 		– Sell
-5,600
Closed -$42K – 826
2018
Q2 		$42K Buy
+5,600
New +$41.5K 0.04% 362

Other funds holding MCN

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Squar Milner Financial Services's MCN Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q3 2018, closing a stake of 5,600 shares — an estimated $42K sold.

Squar Milner Financial Services first reported a position in MCN in Q2 2018 and held it in 1 quarter. The position peaked at $42K in Q2 2018. 38 funds tracked by Wall St. Rank hold MCN as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 5,600 Madison Covered Call & Equity Strategy Fund shares in Q3 2018, an estimated $42K.
  • Squar Milner Financial Services first reported a position in Madison Covered Call & Equity Strategy Fund in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Madison Covered Call & Equity Strategy Fund position peaked at $42K in Q2 2018.
  • 38 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.