Chapwood Capital Investment Management’s MFS Charter Income Trust MCR Stock Holding History

Chapwood Capital Investment Management’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 Q4	$1.63M	Buy	+194,099	New	+$1.62M	1.64%	20

Other funds holding MCR

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Chapwood Capital Investment Management's MCR Position: Q4 2019 in Review

Chapwood Capital Investment Management opened a new position in MFS Charter Income Trust (MCR) in Q4 2019: 194,099 shares worth $1.63M. The stake represents 1.64% of the portfolio and ranks #20 among its holdings.

66 funds tracked by Wall St. Rank hold MCR as of Q4 2019.

Chapwood Capital Investment Management held 194,099 shares of MFS Charter Income Trust worth $1.63M as of Q4 2019.
MFS Charter Income Trust was a new Chapwood Capital Investment Management position in Q4 2019.
MFS Charter Income Trust made up 1.64% of Chapwood Capital Investment Management's portfolio in Q4 2019, its #20 holding.
66 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2019.

Based on Chapwood Capital Investment Management's 13F filing for Q4 2019, filed 21 Jan 2020.