Cetera Investment Advisers
MCR

Cetera Investment Advisers’s MFS Charter Income Trust MCR Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$80.5K Sell
13,289
-4,036
-23% -$25K ﹤0.01% 4509
2025
Q4 		$109K Sell
17,325
-1,164
-6% -$7.37K ﹤0.01% 4381
2025
Q3 		$119K Buy
+18,489
New +$118K ﹤0.01% 4290
2025
Q1 		– Sell
-11,735
Closed -$74.9K – 4033
2024
Q4 		$74.9K Sell
11,735
-6,630
-36% -$42K ﹤0.01% 3618
2024
Q3 		$121K Buy
18,365
+5,864
+47% +$37.4K ﹤0.01% 3500
2024
Q2 		$78.4K Buy
12,501
+1,816
+17% +$11.3K ﹤0.01% 3554
2024
Q1 		$67.7K Buy
+10,685
New +$68K ﹤0.01% 3543

Other funds holding MCR

Morgan Stanley
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Cetera Investment Advisers's MCR Position: Q1 2026 in Review

Cetera Investment Advisers reduced its MFS Charter Income Trust (MCR) stake by 23% in Q1 2026, selling an estimated $25K and leaving 13,289 shares worth $80.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4509.

Cetera Investment Advisers first reported a position in MCR in Q1 2024 and has held it in 7 quarters since. The position peaked at $121K in Q3 2024. 66 funds tracked by Wall St. Rank hold MCR as of Q1 2026.

  • Cetera Investment Advisers held 13,289 shares of MFS Charter Income Trust worth $80.5K as of Q1 2026.
  • Cetera Investment Advisers sold 4,036 MFS Charter Income Trust shares in Q1 2026, an estimated $25K.
  • MFS Charter Income Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4509 holding.
  • Cetera Investment Advisers first reported a position in MFS Charter Income Trust in Q1 2024 and has held it in 7 quarters since.
  • Cetera Investment Advisers's MFS Charter Income Trust position peaked at $121K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.