CA
MCR

Calton & Associates’s MFS Charter Income Trust MCR Stock Holding History

Calton & Associates’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
Q1 		– Sell
-2,200
Closed -$18K – 900
2017
Q4 		$18K Buy
+2,200
New +$18.8K ﹤0.01% 911

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 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
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

Calton & Associates's MCR Position: Q1 2018 in Review

Calton & Associates sold out of MFS Charter Income Trust (MCR) in Q1 2018, closing a stake of 2,200 shares — an estimated $18K sold.

Calton & Associates first reported a position in MCR in Q4 2017 and held it in 1 quarter. The position peaked at $18K in Q4 2017. 62 funds tracked by Wall St. Rank hold MCR as of Q1 2018.

  • Calton & Associates reported no remaining MFS Charter Income Trust position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,200 MFS Charter Income Trust shares in Q1 2018, an estimated $18K.
  • Calton & Associates first reported a position in MFS Charter Income Trust in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's MFS Charter Income Trust position peaked at $18K in Q4 2017.
  • 62 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.