IFP Advisors’s MFS Charter Income Trust MCR Stock Holding History

IFP 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 Q1	–	Sell	-2,729	Closed	-$25K	–	4014
2022 Q4	$25K	Buy	2,729 +85	+3%	+$542	﹤0.01%	2718
2022 Q3	$24K	Sell	2,644 -5	-0.2%	-$32	﹤0.01%	2921
2022 Q2	$24K	Hold	2,649	–	–	﹤0.01%	2698
2022 Q1	$24K	Buy	+2,649	New	+$20.3K	﹤0.01%	2698
2017 Q1	–	Sell	-1,800	Closed	-$15K	–	4071
2016 Q4	$15K	Buy	+1,800	New	+$15.1K	﹤0.01%	2658
2016 Q1	–	Sell	-1,012	Closed	-$8K	–	2970
2015 Q4	$8K	Buy	+1,012	New	+$8.07K	﹤0.01%	2696

Other funds holding MCR

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IFP Advisors's MCR Position: Q1 2023 in Review

IFP Advisors sold out of MFS Charter Income Trust (MCR) in Q1 2023, closing a stake of 2,729 shares — an estimated $25K sold.

IFP Advisors first reported a position in MCR in Q4 2015 and held it in 6 quarters. The position peaked at $25K in Q4 2022. 59 funds tracked by Wall St. Rank hold MCR as of Q1 2023.

IFP Advisors reported no remaining MFS Charter Income Trust position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 2,729 MFS Charter Income Trust shares in Q1 2023, an estimated $25K.
IFP Advisors first reported a position in MFS Charter Income Trust in Q4 2015 and held it in 6 quarters.
IFP Advisors's MFS Charter Income Trust position peaked at $25K in Q4 2022.
59 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.