Barclays
MCR

Barclays’s MFS Charter Income Trust MCR Stock Holding History

Barclays’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
-505
Closed -$4K – 5073
2020
Q3 		$4K Buy
+505
New +$4.23K ﹤0.01% 5088
2014
Q4 		– Sell
-354
Closed -$3K – 7467
2014
Q3 		$3K Sell
354
-104,260
-100% -$946K ﹤0.01% 7321
2014
Q2 		$941K Buy
104,614
+1,662
+2% +$15.3K ﹤0.01% 3395
2014
Q1 		$925K Sell
102,952
-1,635
-2% -$14.8K ﹤0.01% 3328
2013
Q4 		$939K Buy
104,587
+21,692
+26% +$194K ﹤0.01% 3465
2013
Q3 		$663K Sell
82,895
-66,568
-45% -$589K ﹤0.01% 3798
2013
Q2 		$1.38M Buy
+149,463
New +$1.49M ﹤0.01% 2965

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

Barclays's MCR Position: Q4 2020 in Review

Barclays sold out of MFS Charter Income Trust (MCR) in Q4 2020, closing a stake of 505 shares — an estimated $4K sold.

Barclays first reported a position in MCR in Q2 2013 and held it in 7 quarters. The position peaked at $1.38M in Q2 2013. 64 funds tracked by Wall St. Rank hold MCR as of Q4 2020.

  • Barclays reported no remaining MFS Charter Income Trust position as of Q4 2020 after selling out during the quarter.
  • Barclays sold 505 MFS Charter Income Trust shares in Q4 2020, an estimated $4K.
  • Barclays first reported a position in MFS Charter Income Trust in Q2 2013 and held it in 7 quarters.
  • Barclays's MFS Charter Income Trust position peaked at $1.38M in Q2 2013.
  • 64 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2020.

Based on Barclays's 13F filing for Q4 2020, filed 11 Feb 2021.