Fidelity Investments
MCR

Fidelity Investments’s MFS Charter Income Trust MCR Stock Holding History

Fidelity Investments’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
-1
Closed -$6 – 5534
2024
Q1 		$6 Buy
+1
New +$6 ﹤0.01% 5295
2023
Q1 		– Sell
-1
Closed -$6 – 5429
2022
Q4 		$6 Sell
1
-85
-99% -$542 ﹤0.01% 5281
2022
Q3 		$1K Buy
+86
New +$559 ﹤0.01% 4704
2020
Q1 		– Sell
-1
Closed – – 4019
2019
Q4 		$0 Hold
1
– – ﹤0.01% 4083
2019
Q3 		$0 Hold
1
– – ﹤0.01% 4060
2019
Q2 		$0 Buy
+1
New +$8 ﹤0.01% 4007

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 $377B AUM 19.32% 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

Fidelity Investments's MCR Position: Q2 2024 in Review

Fidelity Investments sold out of MFS Charter Income Trust (MCR) in Q2 2024, closing a stake of 1 share — an estimated $6 sold.

Fidelity Investments first reported a position in MCR in Q2 2019 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 62 funds tracked by Wall St. Rank hold MCR as of Q2 2024.

  • Fidelity Investments reported no remaining MFS Charter Income Trust position as of Q2 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 MFS Charter Income Trust share in Q2 2024, an estimated $6.
  • Fidelity Investments first reported a position in MFS Charter Income Trust in Q2 2019 and held it in 6 quarters.
  • Fidelity Investments's MFS Charter Income Trust position peaked at $1K in Q3 2022.
  • 62 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.