HighTower Advisors’s MFS Charter Income Trust MCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-78,375
| Closed | -$475K | – | 3937 |
|
|
2026
Q1 | $475K | Sell |
78,375
-5,745
| -7% | -$35.6K | ﹤0.01% | 2767 |
|
|
2025
Q4 | $527K | Sell |
84,120
-14,596
| -15% | -$92.4K | ﹤0.01% | 2573 |
|
|
2025
Q3 | $634K | Sell |
98,716
-5,437
| -5% | -$34.7K | ﹤0.01% | 2430 |
|
|
2025
Q2 | $662K | Buy |
104,153
+708
| +0.7% | +$4.4K | ﹤0.01% | 2299 |
|
|
2025
Q1 | $649K | Sell |
103,445
-1,500
| -1% | -$9.5K | ﹤0.01% | 2267 |
|
|
2024
Q4 | $670K | Sell |
104,945
-8,100
| -7% | -$51.4K | ﹤0.01% | 2256 |
|
|
2024
Q3 | $744K | Sell |
113,045
-1,600
| -1% | -$10.2K | ﹤0.01% | 2116 |
|
|
2024
Q2 | $719K | Sell |
114,645
-20,000
| -15% | -$125K | ﹤0.01% | 2065 |
|
|
2024
Q1 | $855K | Buy |
134,645
+3,346
| +3% | +$21.3K | ﹤0.01% | 1897 |
|
|
2023
Q4 | $848K | Sell |
131,299
-11,286
| -8% | -$68.1K | ﹤0.01% | 1930 |
|
|
2023
Q3 | $834K | Sell |
142,585
-8,626
| -6% | -$52.8K | ﹤0.01% | 1896 |
|
|
2023
Q2 | $953K | Buy |
151,211
+21,472
| +17% | +$133K | ﹤0.01% | 1785 |
|
|
2023
Q1 | $817K | Buy |
129,739
+13
| +0% | +$84 | ﹤0.01% | 1800 |
|
|
2022
Q4 | $798K | Buy |
129,726
+2,412
| +2% | +$15.4K | ﹤0.01% | 1808 |
|
|
2022
Q3 | $756K | Buy |
127,314
+13
| +0% | +$84 | ﹤0.01% | 1773 |
|
|
2022
Q2 | $802K | Sell |
127,301
-6,187
| -5% | -$41.2K | ﹤0.01% | 1770 |
|
|
2022
Q1 | $980K | Sell |
133,488
-1,083
| -0.8% | -$8.3K | ﹤0.01% | 1769 |
|
|
2021
Q4 | $1.15M | Buy |
134,571
+433
| +0.3% | +$3.71K | ﹤0.01% | 1697 |
|
|
2021
Q3 | $1.16M | Buy |
134,138
+539
| +0.4% | +$4.66K | ﹤0.01% | 1573 |
|
|
2021
Q2 | $1.17M | Sell |
133,599
-644
| -0.5% | -$5.63K | ﹤0.01% | 1545 |
|
|
2021
Q1 | $1.15M | Buy |
134,243
+2,000
| +2% | +$17.3K | ﹤0.01% | 1479 |
|
|
2020
Q4 | $1.16M | Buy |
132,243
+1,609
| +1% | +$13.5K | ﹤0.01% | 1181 |
|
|
2020
Q3 | $1.05M | Hold |
130,634
| – | – | 0.01% | 1186 |
|
|
2020
Q2 | $1.04M | Buy |
130,634
+12,668
| +11% | +$101K | 0.01% | 1104 |
|
|
2020
Q1 | $874K | Sell |
117,966
-11,070
| -9% | -$89.1K | 0.01% | 1074 |
|
|
2019
Q4 | $1.09M | Buy |
129,036
+2,000
| +2% | +$16.7K | 0.01% | 1109 |
|
|
2019
Q3 | $1.05M | Buy |
127,036
+2,908
| +2% | +$24.1K | 0.01% | 1163 |
|
|
2019
Q2 | $1.01M | Sell |
124,128
-1,839
| -1% | -$14.6K | 0.01% | 1185 |
|
|
2019
Q1 | $993K | Sell |
125,967
-1,896
| -1% | -$14.6K | 0.01% | 1144 |
|
|
2018
Q4 | $937K | Sell |
127,863
-458
| -0.4% | -$3.4K | 0.01% | 1067 |
|
|
2018
Q3 | $994K | Sell |
128,321
-2,663
| -2% | -$20.9K | 0.01% | 1129 |
|
|
2018
Q2 | $1.04M | Sell |
130,984
-500
| -0.4% | -$4K | 0.01% | 1104 |
|
|
2018
Q1 | $1.06M | Sell |
131,484
-11,996
| -8% | -$99K | 0.01% | 1046 |
|
|
2017
Q4 | $1.22M | Sell |
143,480
-4,100
| -3% | -$35K | 0.01% | 1013 |
|
|
2017
Q3 | $1.28M | Sell |
147,580
-3,200
| -2% | -$27.6K | 0.01% | 979 |
|
|
2017
Q2 | $1.3M | Buy |
150,780
+23,979
| +19% | +$208K | 0.01% | 959 |
|
|
2017
Q1 | $1.09M | Sell |
126,801
-1,150
| -0.9% | -$9.86K | 0.01% | 993 |
|
|
2016
Q4 | $1.09M | Sell |
127,951
-3,871
| -3% | -$32.5K | 0.01% | 940 |
|
|
2016
Q3 | $1.14M | Sell |
131,822
-2,000
| -1% | -$17.2K | 0.01% | 864 |
|
|
2016
Q2 | $1.13M | Sell |
133,822
-754
| -0.6% | -$6.25K | 0.01% | 828 |
|
|
2016
Q1 | $1.09M | Sell |
134,576
-6,925
| -5% | -$54K | ﹤0.01% | 990 |
|
|
2015
Q4 | $1.08M | Sell |
141,501
-193
| -0.1% | -$1.54K | 0.01% | 930 |
|
|
2015
Q3 | $1.1M | Buy |
141,694
+1,169
| +0.8% | +$9.66K | 0.01% | 834 |
|
|
2015
Q2 | $1.19M | Buy |
140,525
+2,106
| +2% | +$18.6K | 0.02% | 695 |
|
|
2015
Q1 | $1.22M | Sell |
138,419
-5,576
| -4% | -$49.2K | 0.02% | 737 |
|
|
2014
Q4 | $1.32M | Buy |
143,995
+8
| +0% | +$70 | 0.02% | 712 |
|
|
2014
Q3 | $1.28M | Sell |
143,987
-1,396
| -1% | -$12.7K | 0.02% | 688 |
|
|
2014
Q2 | $1.34M | Buy |
145,383
+4,304
| +3% | +$39.6K | 0.02% | 705 |
|
|
2014
Q1 | $1.29M | Buy |
141,079
+76
| +0.1% | +$689 | 0.03% | 658 |
|
|
2013
Q4 | $1.28M | Sell |
141,003
-2,990
| -2% | -$26.8K | 0.03% | 615 |
|
|
2013
Q3 | $1.29M | Sell |
143,993
-1,644
| -1% | -$14.6K | 0.03% | 551 |
|
|
2013
Q2 | $1.35M | Buy |
+145,637
| New | +$1.45M | 0.04% | 507 |
|
HighTower Advisors's MCR Position: Q2 2026 in Review
HighTower Advisors sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 78,375 shares — an estimated $475K sold.
HighTower Advisors first reported a position in MCR in Q2 2013 and held it in 52 quarters. The position peaked at $1.35M in Q2 2013. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.
- HighTower Advisors reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
- HighTower Advisors sold 78,375 MFS Charter Income Trust shares in Q2 2026, an estimated $475K.
- HighTower Advisors first reported a position in MFS Charter Income Trust in Q2 2013 and held it in 52 quarters.
- HighTower Advisors's MFS Charter Income Trust position peaked at $1.35M in Q2 2013.
- 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.
Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.