GPS Wealth Strategies Group’s MFS Charter Income Trust MCR Stock Holding History

GPS Wealth Strategies Group’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	-250	Closed	-$1.58K	–	1387
2024 Q1	$1.58K	Hold	250	–	–	﹤0.01%	1144
2023 Q4	$1.61K	Hold	250	–	–	﹤0.01%	1131
2023 Q3	$1.46K	Hold	250	–	–	﹤0.01%	1149
2023 Q2	$1.58K	Hold	250	–	–	﹤0.01%	1129
2023 Q1	$1.57K	Buy	+250	New	+$1.62K	﹤0.01%	1132
2022 Q4	–	Sell	-250	Closed	-$1K	–	695
2022 Q3	$1K	Hold	250	–	–	﹤0.01%	1092
2022 Q2	$2K	Hold	250	–	–	﹤0.01%	1026
2022 Q1	$2K	Hold	250	–	–	﹤0.01%	971
2021 Q4	$2K	Hold	250	–	–	﹤0.01%	990
2021 Q3	$2K	Hold	250	–	–	﹤0.01%	952
2021 Q2	$2K	Buy	+250	New	+$2.18K	﹤0.01%	972

Other funds holding MCR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GPS Wealth Strategies Group's MCR Position: Q2 2024 in Review

GPS Wealth Strategies Group sold out of MFS Charter Income Trust (MCR) in Q2 2024, closing a stake of 250 shares — an estimated $1.58K sold.

GPS Wealth Strategies Group first reported a position in MCR in Q2 2021 and held it in 11 quarters. The position peaked at $2K in Q2 2022. 62 funds tracked by Wall St. Rank hold MCR as of Q2 2024.

GPS Wealth Strategies Group reported no remaining MFS Charter Income Trust position as of Q2 2024 after selling out during the quarter.
GPS Wealth Strategies Group sold 250 MFS Charter Income Trust shares in Q2 2024, an estimated $1.58K.
GPS Wealth Strategies Group first reported a position in MFS Charter Income Trust in Q2 2021 and held it in 11 quarters.
GPS Wealth Strategies Group's MFS Charter Income Trust position peaked at $2K in Q2 2022.
62 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2024, filed 16 Jul 2024.