CCP
MCR

Clough Capital Partners’s MFS Charter Income Trust MCR Stock Holding History

Clough Capital Partners’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
Q1 		– Sell
-102,200
Closed -$749K – 155
2018
Q4 		$749K Buy
+102,200
New +$759K 0.09% 109
2015
Q2 		– Sell
-35,200
Closed -$310K – 224
2015
Q1 		$310K Buy
+35,200
New +$310K 0.01% 192

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clough Capital Partners's MCR Position: Q1 2019 in Review

Clough Capital Partners sold out of MFS Charter Income Trust (MCR) in Q1 2019, closing a stake of 102,200 shares — an estimated $749K sold.

Clough Capital Partners first reported a position in MCR in Q1 2015 and held it in 2 quarters. The position peaked at $749K in Q4 2018. 70 funds tracked by Wall St. Rank hold MCR as of Q1 2019.

  • Clough Capital Partners reported no remaining MFS Charter Income Trust position as of Q1 2019 after selling out during the quarter.
  • Clough Capital Partners sold 102,200 MFS Charter Income Trust shares in Q1 2019, an estimated $749K.
  • Clough Capital Partners first reported a position in MFS Charter Income Trust in Q1 2015 and held it in 2 quarters.
  • Clough Capital Partners's MFS Charter Income Trust position peaked at $749K in Q4 2018.
  • 70 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2019.

Based on Clough Capital Partners's 13F filing for Q1 2019, filed 15 May 2019.