Cetera Advisor Networks’s MFS Charter Income Trust MCR Stock Holding History

Cetera Advisor Networks’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
2023 Q2	–	Sell	-32,999	Closed	-$208K	–	2672
2023 Q1	$208K	Buy	32,999 +3,769	+13%	+$24.5K	﹤0.01%	2301
2022 Q4	$180K	Sell	29,230 -8,070	-22%	-$51.4K	﹤0.01%	2291
2022 Q3	$222K	Sell	37,300 -4,195	-10%	-$27.3K	﹤0.01%	1790
2022 Q2	$261K	Sell	41,495 -4,405	-10%	-$29.4K	﹤0.01%	1694
2022 Q1	$337K	Buy	+45,900	New	+$352K	﹤0.01%	1556
2015 Q1	–	Sell	-14,420	Closed	-$132K	–	867
2014 Q4	$132K	Sell	14,420 -3,250	-18%	-$28.6K	0.01%	773
2014 Q3	$157K	Sell	17,670 -10,270	-37%	-$93.2K	0.01%	771
2014 Q2	$256K	Sell	27,940 -977	-3%	-$8.99K	0.02%	664
2014 Q1	$262K	Sell	28,917 -274	-0.9%	-$2.48K	0.02%	623
2013 Q4	$263K	Buy	+29,191	New	+$261K	0.02%	592

Other funds holding MCR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cetera Advisor Networks's MCR Position: Q2 2023 in Review

Cetera Advisor Networks sold out of MFS Charter Income Trust (MCR) in Q2 2023, closing a stake of 32,999 shares — an estimated $208K sold.

Cetera Advisor Networks first reported a position in MCR in Q4 2013 and held it in 10 quarters. The position peaked at $337K in Q1 2022. 62 funds tracked by Wall St. Rank hold MCR as of Q2 2023.

Cetera Advisor Networks reported no remaining MFS Charter Income Trust position as of Q2 2023 after selling out during the quarter.
Cetera Advisor Networks sold 32,999 MFS Charter Income Trust shares in Q2 2023, an estimated $208K.
Cetera Advisor Networks first reported a position in MFS Charter Income Trust in Q4 2013 and held it in 10 quarters.
Cetera Advisor Networks's MFS Charter Income Trust position peaked at $337K in Q1 2022.
62 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2023.

Based on Cetera Advisor Networks's 13F filing for Q2 2023, filed 10 Aug 2023.