CWM
MCR

Cornerstone Wealth Management’s MFS Charter Income Trust MCR Stock Holding History

Cornerstone Wealth 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
2018
Q3 		– Sell
-4,124
Closed -$520K – 1432
2018
Q2 		$520K Buy
+4,124
New +$33K 0.01% 998

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Wealth Management's MCR Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of MFS Charter Income Trust (MCR) in Q3 2018, closing a stake of 4,124 shares — an estimated $520K sold.

Cornerstone Wealth Management first reported a position in MCR in Q2 2018 and held it in 1 quarter. The position peaked at $520K in Q2 2018. 68 funds tracked by Wall St. Rank hold MCR as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining MFS Charter Income Trust position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 4,124 MFS Charter Income Trust shares in Q3 2018, an estimated $520K.
  • Cornerstone Wealth Management first reported a position in MFS Charter Income Trust in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's MFS Charter Income Trust position peaked at $520K in Q2 2018.
  • 68 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.