AAS
MCR

Avantax Advisory Services’s MFS Charter Income Trust MCR Stock Holding History

Avantax Advisory Services’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
2020
Q4 		– Sell
-10,767
Closed -$86K – 1179
2020
Q3 		$86K Buy
+10,767
New +$90.1K ﹤0.01% 1314

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avantax Advisory Services's MCR Position: Q4 2020 in Review

Avantax Advisory Services sold out of MFS Charter Income Trust (MCR) in Q4 2020, closing a stake of 10,767 shares — an estimated $86K sold.

Avantax Advisory Services first reported a position in MCR in Q3 2020 and held it in 1 quarter. The position peaked at $86K in Q3 2020. 64 funds tracked by Wall St. Rank hold MCR as of Q4 2020.

  • Avantax Advisory Services reported no remaining MFS Charter Income Trust position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 10,767 MFS Charter Income Trust shares in Q4 2020, an estimated $86K.
  • Avantax Advisory Services first reported a position in MFS Charter Income Trust in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's MFS Charter Income Trust position peaked at $86K in Q3 2020.
  • 64 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.