Atlas Private Wealth Advisors’s MFS Charter Income Trust MCR Stock Holding History

Atlas Private Wealth 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
2024 Q3	–	Sell	-12,000	Closed	-$75.2K	–	157
2024 Q2	$75.2K	Buy	+12,000	New	+$74.8K	0.01%	153
2024 Q1	–	Sell	-12,000	Closed	-$77.5K	–	146
2023 Q4	$77.5K	Hold	12,000	–	–	0.01%	158
2023 Q3	$70.2K	Hold	12,000	–	–	0.01%	177
2023 Q2	$75.7K	Buy	+12,000	New	+$74.5K	0.02%	178
2021 Q4	–	Sell	-6,000	Closed	-$52K	–	482
2021 Q3	$52K	Hold	6,000	–	–	0.03%	231
2021 Q2	$52K	Hold	6,000	–	–	0.03%	226
2021 Q1	$51K	Hold	6,000	–	–	0.03%	227
2020 Q4	$53K	Hold	6,000	–	–	0.04%	214
2020 Q3	$48K	Hold	6,000	–	–	0.04%	203
2020 Q2	$48K	Buy	+6,000	New	+$47.7K	0.04%	211

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 $377B AUM 19.32% 1-Year Est. Return

Atlas Private Wealth Advisors's MCR Position: Q3 2024 in Review

Atlas Private Wealth Advisors sold out of MFS Charter Income Trust (MCR) in Q3 2024, closing a stake of 12,000 shares — an estimated $75.2K sold.

Atlas Private Wealth Advisors first reported a position in MCR in Q2 2020 and held it in 10 quarters. The position peaked at $77.5K in Q4 2023. 57 funds tracked by Wall St. Rank hold MCR as of Q3 2024.

Atlas Private Wealth Advisors reported no remaining MFS Charter Income Trust position as of Q3 2024 after selling out during the quarter.
Atlas Private Wealth Advisors sold 12,000 MFS Charter Income Trust shares in Q3 2024, an estimated $75.2K.
Atlas Private Wealth Advisors first reported a position in MFS Charter Income Trust in Q2 2020 and held it in 10 quarters.
Atlas Private Wealth Advisors's MFS Charter Income Trust position peaked at $77.5K in Q4 2023.
57 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q3 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.