Creative Planning’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 |
-16,046
| Closed | -$97.2K | – | 4370 |
|
|
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 |
|
Creative Planning's MCR Position: Q2 2026 in Review
Creative Planning sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 16,046 shares — an estimated $97.2K sold.
Creative Planning first reported a position in MCR in Q2 2013 and held it in 28 quarters. The position peaked at $116K in Q4 2020. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.
- Creative Planning reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
- Creative Planning sold 16,046 MFS Charter Income Trust shares in Q2 2026, an estimated $97.2K.
- Creative Planning first reported a position in MFS Charter Income Trust in Q2 2013 and held it in 28 quarters.
- Creative Planning's MFS Charter Income Trust position peaked at $116K in Q4 2020.
- 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.