Creative Planning
MCR

Creative Planning’s MFS Charter Income Trust MCR Stock Holding History

Creative Planning’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
2026
Q1 		$97.2K Buy
+16,046
New +$99.4K ﹤0.01% 3910
2023
Q3 		– Sell
-11,247
Closed -$71K – 2982
2023
Q2 		$71K Buy
+11,247
New +$69.8K ﹤0.01% 2402
2021
Q4 		– Sell
-10,099
Closed -$87K – 2162
2021
Q3 		$87K Hold
10,099
– – ﹤0.01% 1959
2021
Q2 		$88K Sell
10,099
-2,821
-22% -$24.6K ﹤0.01% 1887
2021
Q1 		$110K Sell
12,920
-267
-2% -$2.32K ﹤0.01% 2237
2020
Q4 		$116K Buy
13,187
+525
+4% +$4.4K ﹤0.01% 2009
2020
Q3 		$101K Buy
12,662
+2,323
+22% +$19.4K ﹤0.01% 1824
2020
Q2 		$82K Hold
10,339
– – ﹤0.01% 1695
2020
Q1 		$77K Hold
10,339
– – ﹤0.01% 1574
2019
Q4 		$87K Buy
10,339
+200
+2% +$1.67K ﹤0.01% 1765
2019
Q3 		$84K Hold
10,139
– – ﹤0.01% 1740
2019
Q2 		$83K Buy
+10,139
New +$80.7K ﹤0.01% 1761
2017
Q3 		– Sell
-6,475
Closed -$56K – 2949
2017
Q2 		$56K Hold
6,475
– – ﹤0.01% 2435
2017
Q1 		$56K Sell
6,475
-200
-3% -$1.72K ﹤0.01% 2398
2016
Q4 		$57K Buy
6,675
+200
+3% +$1.68K ﹤0.01% 2289
2016
Q3 		$56K Sell
6,475
-1,550
-19% -$13.3K ﹤0.01% 2274
2016
Q2 		$68K Buy
8,025
+3,871
+93% +$32.1K ﹤0.01% 1930
2016
Q1 		$34K Buy
4,154
+200
+5% +$1.56K ﹤0.01% 2369
2015
Q4 		$30K Hold
3,954
– – ﹤0.01% 2532
2015
Q3 		$31K Buy
+3,954
New +$32.7K ﹤0.01% 2401
2015
Q2 		– Sell
-7,504
Closed -$66K – 2205
2015
Q1 		$66K Buy
7,504
+4,604
+159% +$40.6K ﹤0.01% 1822
2014
Q4 		$27K Hold
2,900
– – ﹤0.01% 2438
2014
Q3 		$26K Hold
2,900
– – ﹤0.01% 2368
2014
Q2 		$27K Hold
2,900
– – ﹤0.01% 2301
2014
Q1 		$26K Hold
2,900
– – ﹤0.01% 2222
2013
Q4 		$26K Buy
2,900
+1,897
+189% +$17K ﹤0.01% 2032
2013
Q3 		$9K Buy
1,003
+503
+101% +$4.45K ﹤0.01% 2504
2013
Q2 		$5K Buy
+500
New +$4.98K ﹤0.01% 2548

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Creative Planning's MCR Position: Q1 2026 in Review

Creative Planning opened a new position in MFS Charter Income Trust (MCR) in Q1 2026: 16,046 shares worth $97.2K. The stake represents ﹤0.01% of the portfolio and ranks #3910 among its holdings. This is a return to the name: Creative Planning previously reported a position in MCR as recently as Q2 2023.

Creative Planning first reported a position in MCR in Q2 2013 and has held it in 28 quarters since. The position peaked at $116K in Q4 2020. 66 funds tracked by Wall St. Rank hold MCR as of Q1 2026.

  • Creative Planning held 16,046 shares of MFS Charter Income Trust worth $97.2K as of Q1 2026.
  • MFS Charter Income Trust was a new Creative Planning position in Q1 2026.
  • MFS Charter Income Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3910 holding.
  • Creative Planning first reported a position in MFS Charter Income Trust in Q2 2013 and has held it in 28 quarters since.
  • Creative Planning's MFS Charter Income Trust position peaked at $116K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.