Altus Wealth Group’s MFS Charter Income Trust MCR Stock Holding History

Altus Wealth Group’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
2024 Q3	–	Sell	-24,623	Closed	-$154K	–	146
2024 Q2	$154K	Sell	24,623 -2,794	-10%	-$17.4K	0.08%	129
2024 Q1	$174K	Sell	27,417 -2,750	-9%	-$17.5K	0.09%	135
2023 Q4	$195K	Sell	30,167 -246	-0.8%	-$1.48K	0.11%	135
2023 Q3	$178K	Sell	30,413 -577	-2%	-$3.53K	0.11%	124
2023 Q2	$196K	Hold	30,990	–	–	0.12%	132
2023 Q1	$195K	Hold	30,990	–	–	0.13%	128
2022 Q4	$191K	Sell	30,990 -1,540	-5%	-$9.81K	0.14%	132
2022 Q3	$280K	Hold	32,530	–	–	0.28%	86
2022 Q2	$280K	Hold	32,530	–	–	0.28%	86
2022 Q1	$239K	Hold	32,530	–	–	0.2%	98
2021 Q4	$277K	Hold	32,530	–	–	0.23%	94
2021 Q3	$280K	Hold	32,530	–	–	0.28%	86
2021 Q2	$284K	Hold	32,530	–	–	0.28%	82
2021 Q1	$289K	Sell	32,530 -535	-2%	-$4.64K	0.29%	79
2020 Q4	$290K	Buy	+33,065	New	+$277K	0.28%	75

Other funds holding MCR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Altus Wealth Group's MCR Position: Q3 2024 in Review

Altus Wealth Group sold out of MFS Charter Income Trust (MCR) in Q3 2024, closing a stake of 24,623 shares — an estimated $154K sold.

Altus Wealth Group first reported a position in MCR in Q4 2020 and held it in 15 quarters. The position peaked at $290K in Q4 2020. 57 funds tracked by Wall St. Rank hold MCR as of Q3 2024.

Altus Wealth Group reported no remaining MFS Charter Income Trust position as of Q3 2024 after selling out during the quarter.
Altus Wealth Group sold 24,623 MFS Charter Income Trust shares in Q3 2024, an estimated $154K.
Altus Wealth Group first reported a position in MFS Charter Income Trust in Q4 2020 and held it in 15 quarters.
Altus Wealth Group's MFS Charter Income Trust position peaked at $290K in Q4 2020.
57 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q3 2024.

Based on Altus Wealth Group's 13F filing for Q3 2024, filed 22 Oct 2024.