American Portfolios Advisors’s MFS Charter Income Trust MCR Stock Holding History

American Portfolios Advisors’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
2022 Q3	$10.5K	Hold	1,765	–	–	﹤0.01%	2519
2022 Q2	$11.1K	Hold	1,765	–	–	﹤0.01%	2518
2022 Q1	$13K	Hold	1,765	–	–	﹤0.01%	2586
2021 Q4	$15K	Hold	1,765	–	–	﹤0.01%	2441
2021 Q3	$15.2K	Hold	1,765	–	–	﹤0.01%	2400
2021 Q2	$15.4K	Hold	1,765	–	–	﹤0.01%	2325
2021 Q1	$15.1K	Buy	+1,765	New	+$15.3K	﹤0.01%	2206

Other funds holding MCR

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

American Portfolios Advisors's MCR Position: Q3 2022 in Review

American Portfolios Advisors held its MFS Charter Income Trust (MCR) position steady in Q3 2022 at 1,765 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2519.

American Portfolios Advisors first reported a position in MCR in Q1 2021 and has held it in 7 quarters since. The position peaked at $15.4K in Q2 2021. 69 funds tracked by Wall St. Rank hold MCR as of Q3 2022.

American Portfolios Advisors held 1,765 shares of MFS Charter Income Trust worth $10.5K as of Q3 2022.
American Portfolios Advisors left its MFS Charter Income Trust share count unchanged in Q3 2022.
MFS Charter Income Trust made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2519 holding.
American Portfolios Advisors first reported a position in MFS Charter Income Trust in Q1 2021 and has held it in 7 quarters since.
American Portfolios Advisors's MFS Charter Income Trust position peaked at $15.4K in Q2 2021.
69 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.