AFS
MCR

Anderson Financial Strategies’s MFS Charter Income Trust MCR Stock Holding History

Anderson Financial Strategies’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
2025
Q2 		– Sell
-33,775
Closed -$212K – 138
2025
Q1 		$212K Hold
33,775
– – 0.13% 52
2024
Q4 		$215K Buy
+33,775
New +$214K 0.13% 39

Other funds holding MCR

Morgan Stanley
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Anderson Financial Strategies's MCR Position: Q2 2025 in Review

Anderson Financial Strategies sold out of MFS Charter Income Trust (MCR) in Q2 2025, closing a stake of 33,775 shares — an estimated $212K sold.

Anderson Financial Strategies first reported a position in MCR in Q4 2024 and held it in 2 quarters. The position peaked at $215K in Q4 2024. 58 funds tracked by Wall St. Rank hold MCR as of Q2 2025.

  • Anderson Financial Strategies reported no remaining MFS Charter Income Trust position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 33,775 MFS Charter Income Trust shares in Q2 2025, an estimated $212K.
  • Anderson Financial Strategies first reported a position in MFS Charter Income Trust in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's MFS Charter Income Trust position peaked at $215K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.