CFRPA
MCR

Castle Financial & Retirement Planning Associates’s MFS Charter Income Trust MCR Stock Holding History

Castle Financial & Retirement Planning 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
2021
Q4 		$3K Buy
+400
New +$3.43K 0.01% 152

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's MCR Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in MFS Charter Income Trust (MCR) in Q4 2021: 400 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #152 among its holdings.

64 funds tracked by Wall St. Rank hold MCR as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 400 shares of MFS Charter Income Trust worth $3K as of Q4 2021.
  • MFS Charter Income Trust was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • MFS Charter Income Trust made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #152 holding.
  • 64 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.