IIM
MCR

Ipswich Investment Management’s MFS Charter Income Trust MCR Stock Holding History

Ipswich Investment Management’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
2016
Q2 		– Sell
-4,243
Closed -$35K – 249
2016
Q1 		$35K Buy
+4,243
New +$33.1K 0.02% 255

Other funds holding MCR

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Ipswich Investment Management's MCR Position: Q2 2016 in Review

Ipswich Investment Management sold out of MFS Charter Income Trust (MCR) in Q2 2016, closing a stake of 4,243 shares — an estimated $35K sold.

Ipswich Investment Management first reported a position in MCR in Q1 2016 and held it in 1 quarter. The position peaked at $35K in Q1 2016. 63 funds tracked by Wall St. Rank hold MCR as of Q2 2016.

  • Ipswich Investment Management reported no remaining MFS Charter Income Trust position as of Q2 2016 after selling out during the quarter.
  • Ipswich Investment Management sold 4,243 MFS Charter Income Trust shares in Q2 2016, an estimated $35K.
  • Ipswich Investment Management first reported a position in MFS Charter Income Trust in Q1 2016 and held it in 1 quarter.
  • Ipswich Investment Management's MFS Charter Income Trust position peaked at $35K in Q1 2016.
  • 63 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2016.

Based on Ipswich Investment Management's 13F filing for Q2 2016, filed 2 Aug 2016.