DPW
MCR

DiNuzzo Private Wealth’s MFS Charter Income Trust MCR Stock Holding History

DiNuzzo Private Wealth’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
2024
Q4 		– Sell
-250
Closed -$1.64K – 1439
2024
Q3 		$1.64K Buy
+250
New +$1.59K ﹤0.01% 686

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DiNuzzo Private Wealth's MCR Position: Q4 2024 in Review

DiNuzzo Private Wealth sold out of MFS Charter Income Trust (MCR) in Q4 2024, closing a stake of 250 shares — an estimated $1.64K sold.

DiNuzzo Private Wealth first reported a position in MCR in Q3 2024 and held it in 1 quarter. The position peaked at $1.64K in Q3 2024. 62 funds tracked by Wall St. Rank hold MCR as of Q4 2024.

  • DiNuzzo Private Wealth reported no remaining MFS Charter Income Trust position as of Q4 2024 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 250 MFS Charter Income Trust shares in Q4 2024, an estimated $1.64K.
  • DiNuzzo Private Wealth first reported a position in MFS Charter Income Trust in Q3 2024 and held it in 1 quarter.
  • DiNuzzo Private Wealth's MFS Charter Income Trust position peaked at $1.64K in Q3 2024.
  • 62 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2024.

Based on DiNuzzo Private Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.