Closed-End Fund Advisors’s MFS Charter Income Trust MCR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-30,841
Closed -$187K 169
2026
Q1
$187K Hold
30,841
0.19% 130
2025
Q4
$193K Buy
+30,841
New +$195K 0.11% 143

Closed-End Fund Advisors's MCR Position: Q2 2026 in Review

Closed-End Fund Advisors sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 30,841 shares — an estimated $187K sold.

Closed-End Fund Advisors first reported a position in MCR in Q4 2025 and held it in 2 quarters. The position peaked at $193K in Q4 2025. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

  • Closed-End Fund Advisors reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
  • Closed-End Fund Advisors sold 30,841 MFS Charter Income Trust shares in Q2 2026, an estimated $187K.
  • Closed-End Fund Advisors first reported a position in MFS Charter Income Trust in Q4 2025 and held it in 2 quarters.
  • Closed-End Fund Advisors's MFS Charter Income Trust position peaked at $193K in Q4 2025.
  • 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on Closed-End Fund Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.