EverSource Wealth Advisors’s MFS Charter Income Trust MCR Stock Holding History

EverSource Wealth Advisors’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
2023 Q3	–	Sell	-512	Closed	-$3.23K	–	2596
2023 Q2	$3.23K	Hold	512	–	–	﹤0.01%	1895
2023 Q1	$3.22K	Hold	512	–	–	﹤0.01%	1789
2022 Q4	$3.15K	Hold	512	–	–	﹤0.01%	1767
2022 Q3	$3K	Buy	+512	New	+$3.33K	﹤0.01%	1551

Other funds holding MCR

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

EverSource Wealth Advisors's MCR Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of MFS Charter Income Trust (MCR) in Q3 2023, closing a stake of 512 shares — an estimated $3.23K sold.

EverSource Wealth Advisors first reported a position in MCR in Q3 2022 and held it in 4 quarters. The position peaked at $3.23K in Q2 2023. 65 funds tracked by Wall St. Rank hold MCR as of Q3 2023.

EverSource Wealth Advisors reported no remaining MFS Charter Income Trust position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 512 MFS Charter Income Trust shares in Q3 2023, an estimated $3.23K.
EverSource Wealth Advisors first reported a position in MFS Charter Income Trust in Q3 2022 and held it in 4 quarters.
EverSource Wealth Advisors's MFS Charter Income Trust position peaked at $3.23K in Q2 2023.
65 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.