BFC
MCR

Bedel Financial Consulting’s MFS Charter Income Trust MCR Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-800
Closed -$6K – 706
2018
Q1 		$6K Buy
+800
New +$6.6K ﹤0.01% 524

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Bedel Financial Consulting's MCR Position: Q2 2018 in Review

Bedel Financial Consulting sold out of MFS Charter Income Trust (MCR) in Q2 2018, closing a stake of 800 shares — an estimated $6K sold.

Bedel Financial Consulting first reported a position in MCR in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 66 funds tracked by Wall St. Rank hold MCR as of Q2 2018.

  • Bedel Financial Consulting reported no remaining MFS Charter Income Trust position as of Q2 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 800 MFS Charter Income Trust shares in Q2 2018, an estimated $6K.
  • Bedel Financial Consulting first reported a position in MFS Charter Income Trust in Q1 2018 and held it in 1 quarter.
  • Bedel Financial Consulting's MFS Charter Income Trust position peaked at $6K in Q1 2018.
  • 66 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2018.

Based on Bedel Financial Consulting's 13F filing for Q2 2018, filed 18 Jul 2018.