Janney Montgomery Scott’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
-74,063
Closed -$449K 3150
2026
Q1
$449K Sell
74,063
-25
-0% -$155 ﹤0.01% 2115
2025
Q4
$465K Buy
74,088
+100
+0.1% +$633 ﹤0.01% 2249
2025
Q3
$475K Buy
+73,988
New +$472K ﹤0.01% 2177
2020
Q2
Sell
-10,717
Closed -$79K 2036
2020
Q1
$79K Sell
10,717
-1,002
-9% -$8.06K ﹤0.01% 1801
2019
Q4
$99K Buy
11,719
+1,595
+16% +$13.3K ﹤0.01% 2009
2019
Q3
$84K Sell
10,124
-2,502
-20% -$20.7K ﹤0.01% 1994
2019
Q2
$103K Buy
12,626
+1,511
+14% +$12K ﹤0.01% 1993
2019
Q1
$88K Sell
11,115
-2,000
-15% -$15.4K ﹤0.01% 1952
2018
Q4
$96K Sell
13,115
-465
-3% -$3.45K ﹤0.01% 1872
2018
Q3
$105K Buy
+13,580
New +$107K ﹤0.01% 1996

Janney Montgomery Scott's MCR Position: Q2 2026 in Review

Janney Montgomery Scott sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 74,063 shares — an estimated $449K sold.

Janney Montgomery Scott first reported a position in MCR in Q3 2018 and held it in 10 quarters. The position peaked at $475K in Q3 2025. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

  • Janney Montgomery Scott reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 74,063 MFS Charter Income Trust shares in Q2 2026, an estimated $449K.
  • Janney Montgomery Scott first reported a position in MFS Charter Income Trust in Q3 2018 and held it in 10 quarters.
  • Janney Montgomery Scott's MFS Charter Income Trust position peaked at $475K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.