LWANC
MCR

Laurel Wealth Advisors (North Carolina)’s MFS Charter Income Trust MCR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2025
Q1 		– Sell
-12
Closed -$77 – 725
2024
Q4 		$77 Buy
+12
New +$76 ﹤0.01% 719

Other funds holding MCR

Morgan Stanley
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s MCR Position: Q1 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of MFS Charter Income Trust (MCR) in Q1 2025, closing a stake of 12 shares — an estimated $77 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in MCR in Q4 2024 and held it in 1 quarter. The position peaked at $77 in Q4 2024. 58 funds tracked by Wall St. Rank hold MCR as of Q1 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining MFS Charter Income Trust position as of Q1 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 12 MFS Charter Income Trust shares in Q1 2025, an estimated $77.
  • Laurel Wealth Advisors (North Carolina) first reported a position in MFS Charter Income Trust in Q4 2024 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s MFS Charter Income Trust position peaked at $77 in Q4 2024.
  • 58 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 Apr 2025.