HF
MCR

HRT Financial’s MFS Charter Income Trust MCR Stock Holding History

HRT Financial’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
2025
Q2 		– Sell
-16,001
Closed -$100K – 3190
2025
Q1 		$100K Buy
+16,001
New +$101K ﹤0.01% 2147
2024
Q2 		– Sell
-12,859
Closed -$81K – 2731
2024
Q1 		$81K Buy
+12,859
New +$81.8K ﹤0.01% 1880
2023
Q4 		– Sell
-18,133
Closed -$106K – 2766
2023
Q3 		$106K Buy
+18,133
New +$111K ﹤0.01% 1940
2023
Q1 		– Sell
-10,227
Closed -$62K – 2901
2022
Q4 		$62K Buy
+10,227
New +$65.2K ﹤0.01% 2108
2020
Q3 		– Sell
-12,241
Closed -$97K – 2178
2020
Q2 		$97K Buy
+12,241
New +$97.3K ﹤0.01% 1248

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
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HRT Financial's MCR Position: Q2 2025 in Review

HRT Financial sold out of MFS Charter Income Trust (MCR) in Q2 2025, closing a stake of 16,001 shares — an estimated $100K sold.

HRT Financial first reported a position in MCR in Q2 2020 and held it in 5 quarters. The position peaked at $106K in Q3 2023. 58 funds tracked by Wall St. Rank hold MCR as of Q2 2025.

  • HRT Financial reported no remaining MFS Charter Income Trust position as of Q2 2025 after selling out during the quarter.
  • HRT Financial sold 16,001 MFS Charter Income Trust shares in Q2 2025, an estimated $100K.
  • HRT Financial first reported a position in MFS Charter Income Trust in Q2 2020 and held it in 5 quarters.
  • HRT Financial's MFS Charter Income Trust position peaked at $106K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2025.

Based on HRT Financial's 13F filing for Q2 2025, filed 14 Aug 2025.