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XML Financial’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History

XML Financial’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
Q2 		– Sell
-21,353
Closed -$108K – 195
2020
Q1 		$108K Buy
+21,353
New +$130K 0.05% 167

Other funds holding MCN

Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

XML Financial's MCN Position: Q2 2020 in Review

XML Financial sold out of Madison Covered Call & Equity Strategy Fund (MCN) in Q2 2020, closing a stake of 21,353 shares — an estimated $108K sold.

XML Financial first reported a position in MCN in Q1 2020 and held it in 1 quarter. The position peaked at $108K in Q1 2020. 44 funds tracked by Wall St. Rank hold MCN as of Q2 2020.

  • XML Financial reported no remaining Madison Covered Call & Equity Strategy Fund position as of Q2 2020 after selling out during the quarter.
  • XML Financial sold 21,353 Madison Covered Call & Equity Strategy Fund shares in Q2 2020, an estimated $108K.
  • XML Financial first reported a position in Madison Covered Call & Equity Strategy Fund in Q1 2020 and held it in 1 quarter.
  • XML Financial's Madison Covered Call & Equity Strategy Fund position peaked at $108K in Q1 2020.
  • 44 funds tracked by Wall St. Rank held Madison Covered Call & Equity Strategy Fund as of Q2 2020.

Based on XML Financial's 13F filing for Q2 2020, filed 31 Jul 2020.