CFCI
MCR

Comprehensive Financial Consultants Institutional’s MFS Charter Income Trust MCR Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022
Q1 		– Sell
-6,133
Closed -$45K – 344
2021
Q4 		$45K Buy
+6,133
New +$52.5K 0.03% 243

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's MCR Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of MFS Charter Income Trust (MCR) in Q1 2022, closing a stake of 6,133 shares — an estimated $45K sold.

Comprehensive Financial Consultants Institutional first reported a position in MCR in Q4 2021 and held it in 1 quarter. The position peaked at $45K in Q4 2021. 63 funds tracked by Wall St. Rank hold MCR as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining MFS Charter Income Trust position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 6,133 MFS Charter Income Trust shares in Q1 2022, an estimated $45K.
  • Comprehensive Financial Consultants Institutional first reported a position in MFS Charter Income Trust in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's MFS Charter Income Trust position peaked at $45K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.