FANJ
MCR

Financial Architects (New Jersey)’s MFS Charter Income Trust MCR Stock Holding History

Financial Architects (New Jersey)’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
2014
Q4 		– Sell
-638
Closed -$6K – 1005
2014
Q3 		$6K Buy
+638
New +$5.79K ﹤0.01% 717

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Financial Architects (New Jersey)'s MCR Position: Q4 2014 in Review

Financial Architects (New Jersey) sold out of MFS Charter Income Trust (MCR) in Q4 2014, closing a stake of 638 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in MCR in Q3 2014 and held it in 1 quarter. The position peaked at $6K in Q3 2014. 62 funds tracked by Wall St. Rank hold MCR as of Q4 2014.

  • Financial Architects (New Jersey) reported no remaining MFS Charter Income Trust position as of Q4 2014 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 638 MFS Charter Income Trust shares in Q4 2014, an estimated $6K.
  • Financial Architects (New Jersey) first reported a position in MFS Charter Income Trust in Q3 2014 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s MFS Charter Income Trust position peaked at $6K in Q3 2014.
  • 62 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2014.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2014, filed 3 Feb 2015.