AR
MCR

Advisory Research’s MFS Charter Income Trust MCR Stock Holding History

Advisory Research’s Portfolio MCR Stock Details MCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-18,575
Closed -$167K – 325
2013
Q3 		$167K Hold
18,575
– – ﹤0.01% 295
2013
Q2 		$172K Buy
+18,575
New +$185K ﹤0.01% 290

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Advisory Research's MCR Position: Q4 2013 in Review

Advisory Research sold out of MFS Charter Income Trust (MCR) in Q4 2013, closing a stake of 18,575 shares — an estimated $167K sold.

Advisory Research first reported a position in MCR in Q2 2013 and held it in 2 quarters. The position peaked at $172K in Q2 2013. 67 funds tracked by Wall St. Rank hold MCR as of Q4 2013.

  • Advisory Research reported no remaining MFS Charter Income Trust position as of Q4 2013 after selling out during the quarter.
  • Advisory Research sold 18,575 MFS Charter Income Trust shares in Q4 2013, an estimated $167K.
  • Advisory Research first reported a position in MFS Charter Income Trust in Q2 2013 and held it in 2 quarters.
  • Advisory Research's MFS Charter Income Trust position peaked at $172K in Q2 2013.
  • 67 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2013.

Based on Advisory Research's 13F filing for Q4 2013, filed 14 Feb 2014.