EVM
MCR

Eaton Vance Management’s MFS Charter Income Trust MCR Stock Holding History

Eaton Vance 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
2021
Q2 		– Sell
-917
Closed -$8K – 2937
2021
Q1 		$8K Buy
+917
New +$7.95K ﹤0.01% 2420

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Eaton Vance Management's MCR Position: Q2 2021 in Review

Eaton Vance Management sold out of MFS Charter Income Trust (MCR) in Q2 2021, closing a stake of 917 shares — an estimated $8K sold.

Eaton Vance Management first reported a position in MCR in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 64 funds tracked by Wall St. Rank hold MCR as of Q2 2021.

  • Eaton Vance Management reported no remaining MFS Charter Income Trust position as of Q2 2021 after selling out during the quarter.
  • Eaton Vance Management sold 917 MFS Charter Income Trust shares in Q2 2021, an estimated $8K.
  • Eaton Vance Management first reported a position in MFS Charter Income Trust in Q1 2021 and held it in 1 quarter.
  • Eaton Vance Management's MFS Charter Income Trust position peaked at $8K in Q1 2021.
  • 64 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2021.

Based on Eaton Vance Management's 13F filing for Q2 2021, filed 16 Aug 2021.