FCA
MCR

FinTrust Capital Advisors’s MFS Charter Income Trust MCR Stock Holding History

FinTrust Capital 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
Q4 		– Sell
-1,120
Closed -$6.55K – 1309
2023
Q3 		$6.55K Buy
+1,120
New +$6.85K ﹤0.01% 859

Other funds holding MCR

Morgan Stanley
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FinTrust Capital Advisors's MCR Position: Q4 2023 in Review

FinTrust Capital Advisors sold out of MFS Charter Income Trust (MCR) in Q4 2023, closing a stake of 1,120 shares — an estimated $6.55K sold.

FinTrust Capital Advisors first reported a position in MCR in Q3 2023 and held it in 1 quarter. The position peaked at $6.55K in Q3 2023. 58 funds tracked by Wall St. Rank hold MCR as of Q4 2023.

  • FinTrust Capital Advisors reported no remaining MFS Charter Income Trust position as of Q4 2023 after selling out during the quarter.
  • FinTrust Capital Advisors sold 1,120 MFS Charter Income Trust shares in Q4 2023, an estimated $6.55K.
  • FinTrust Capital Advisors first reported a position in MFS Charter Income Trust in Q3 2023 and held it in 1 quarter.
  • FinTrust Capital Advisors's MFS Charter Income Trust position peaked at $6.55K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2023.

Based on FinTrust Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.