BOPW
MCR

Brandywine Oak Private Wealth’s MFS Charter Income Trust MCR Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-6,765
Closed -$49K – 456
2018
Q4 		$49K Buy
+6,765
New +$50.2K 0.01% 362

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brandywine Oak Private Wealth's MCR Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of MFS Charter Income Trust (MCR) in Q1 2019, closing a stake of 6,765 shares — an estimated $49K sold.

Brandywine Oak Private Wealth first reported a position in MCR in Q4 2018 and held it in 1 quarter. The position peaked at $49K in Q4 2018. 70 funds tracked by Wall St. Rank hold MCR as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining MFS Charter Income Trust position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 6,765 MFS Charter Income Trust shares in Q1 2019, an estimated $49K.
  • Brandywine Oak Private Wealth first reported a position in MFS Charter Income Trust in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's MFS Charter Income Trust position peaked at $49K in Q4 2018.
  • 70 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.