IE
MCR

Israel Englander’s MFS Charter Income Trust MCR Stock Holding History

Israel Englander’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
2026
Q1 		– Sell
-12,114
Closed -$76K – 6100
2025
Q4 		$76K Buy
+12,114
New +$76.7K ﹤0.01% 5671
2019
Q2 		– Sell
-22,958
Closed -$181K – 4306
2019
Q1 		$181K Buy
+22,958
New +$177K ﹤0.01% 3757
2017
Q4 		– Sell
-15,647
Closed -$136K – 3969
2017
Q3 		$136K Sell
15,647
-3,457
-18% -$29.8K ﹤0.01% 3327
2017
Q2 		$165K Buy
+19,104
New +$166K ﹤0.01% 3238

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Israel Englander's MCR Position: Q1 2026 in Review

Israel Englander sold out of MFS Charter Income Trust (MCR) in Q1 2026, closing a stake of 12,114 shares — an estimated $76K sold.

Israel Englander first reported a position in MCR in Q2 2017 and held it in 4 quarters. The position peaked at $181K in Q1 2019. 66 funds tracked by Wall St. Rank hold MCR as of Q1 2026.

  • Israel Englander reported no remaining MFS Charter Income Trust position as of Q1 2026 after selling out during the quarter.
  • Israel Englander sold 12,114 MFS Charter Income Trust shares in Q1 2026, an estimated $76K.
  • Israel Englander first reported a position in MFS Charter Income Trust in Q2 2017 and held it in 4 quarters.
  • Israel Englander's MFS Charter Income Trust position peaked at $181K in Q1 2019.
  • 66 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.