BWFA
MCR

Baltimore-Washington Financial Advisors’s MFS Charter Income Trust MCR Stock Holding History

Baltimore-Washington Financial 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
2015
Q2 		– Sell
-33
Closed – – 252
2015
Q1 		$0 Buy
+33
New +$291 ﹤0.01% 316

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baltimore-Washington Financial Advisors's MCR Position: Q2 2015 in Review

Baltimore-Washington Financial Advisors sold out of MFS Charter Income Trust (MCR) in Q2 2015, closing a stake of 33 shares.

Baltimore-Washington Financial Advisors first reported a position in MCR in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 61 funds tracked by Wall St. Rank hold MCR as of Q2 2015.

  • Baltimore-Washington Financial Advisors reported no remaining MFS Charter Income Trust position as of Q2 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 33 MFS Charter Income Trust shares in Q2 2015.
  • Baltimore-Washington Financial Advisors first reported a position in MFS Charter Income Trust in Q1 2015 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's MFS Charter Income Trust position peaked at $0 in Q1 2015.
  • 61 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2015, filed 15 Jul 2015.