FDCC
MCR

Foster Dykema Cabot & Co’s MFS Charter Income Trust MCR Stock Holding History

Foster Dykema Cabot & Co’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
-17,720
Closed -$157K – 96
2014
Q3 		$157K Buy
+17,720
New +$161K 0.04% 90

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 13% 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 0.66% 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

Foster Dykema Cabot & Co's MCR Position: Q4 2014 in Review

Foster Dykema Cabot & Co sold out of MFS Charter Income Trust (MCR) in Q4 2014, closing a stake of 17,720 shares — an estimated $157K sold.

Foster Dykema Cabot & Co first reported a position in MCR in Q3 2014 and held it in 1 quarter. The position peaked at $157K in Q3 2014. 62 funds tracked by Wall St. Rank hold MCR as of Q4 2014.

  • Foster Dykema Cabot & Co reported no remaining MFS Charter Income Trust position as of Q4 2014 after selling out during the quarter.
  • Foster Dykema Cabot & Co sold 17,720 MFS Charter Income Trust shares in Q4 2014, an estimated $157K.
  • Foster Dykema Cabot & Co first reported a position in MFS Charter Income Trust in Q3 2014 and held it in 1 quarter.
  • Foster Dykema Cabot & Co's MFS Charter Income Trust position peaked at $157K in Q3 2014.
  • 62 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2014.

Based on Foster Dykema Cabot & Co's 13F filing for Q4 2014, filed 12 Feb 2015.