BCA
MCR

Bay Colony Advisors’s MFS Charter Income Trust MCR Stock Holding History

Bay Colony 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
2018
Q3 		– Sell
-978
Closed -$8K – 620
2018
Q2 		$8K Buy
+978
New +$7.83K 0.01% 688

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bay Colony Advisors's MCR Position: Q3 2018 in Review

Bay Colony Advisors sold out of MFS Charter Income Trust (MCR) in Q3 2018, closing a stake of 978 shares — an estimated $8K sold.

Bay Colony Advisors first reported a position in MCR in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 68 funds tracked by Wall St. Rank hold MCR as of Q3 2018.

  • Bay Colony Advisors reported no remaining MFS Charter Income Trust position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 978 MFS Charter Income Trust shares in Q3 2018, an estimated $8K.
  • Bay Colony Advisors first reported a position in MFS Charter Income Trust in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's MFS Charter Income Trust position peaked at $8K in Q2 2018.
  • 68 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.