KIG
MCR

Kovitz Investment Group’s MFS Charter Income Trust MCR Stock Holding History

Kovitz Investment Group’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
2015
Q4 		$1.38M Buy
+181,175
New +$1.44M 0.09% 69

Other funds holding MCR

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kovitz Investment Group's MCR Position: Q4 2015 in Review

Kovitz Investment Group opened a new position in MFS Charter Income Trust (MCR) in Q4 2015: 181,175 shares worth $1.38M. The stake represents 0.09% of the portfolio and ranks #69 among its holdings.

65 funds tracked by Wall St. Rank hold MCR as of Q4 2015.

  • Kovitz Investment Group held 181,175 shares of MFS Charter Income Trust worth $1.38M as of Q4 2015.
  • MFS Charter Income Trust was a new Kovitz Investment Group position in Q4 2015.
  • MFS Charter Income Trust made up 0.09% of Kovitz Investment Group's portfolio in Q4 2015, its #69 holding.
  • 65 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.