FIM
MCR

Fernwood Investment Management’s MFS Charter Income Trust MCR Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-3,000
Closed -$19K – 494
2024
Q1 		$19K Buy
+3,000
New +$19.1K 0.01% 462

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fernwood Investment Management's MCR Position: Q2 2024 in Review

Fernwood Investment Management sold out of MFS Charter Income Trust (MCR) in Q2 2024, closing a stake of 3,000 shares — an estimated $19K sold.

Fernwood Investment Management first reported a position in MCR in Q1 2024 and held it in 1 quarter. The position peaked at $19K in Q1 2024. 62 funds tracked by Wall St. Rank hold MCR as of Q2 2024.

  • Fernwood Investment Management reported no remaining MFS Charter Income Trust position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 3,000 MFS Charter Income Trust shares in Q2 2024, an estimated $19K.
  • Fernwood Investment Management first reported a position in MFS Charter Income Trust in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's MFS Charter Income Trust position peaked at $19K in Q1 2024.
  • 62 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.