LCM
MCR

Leisure Capital Management’s MFS Charter Income Trust MCR Stock Holding History

Leisure Capital 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
2020
Q3 		– Sell
-15,000
Closed -$119K – 121
2020
Q2 		$119K Buy
+15,000
New +$119K 0.1% 121

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PPA
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Leisure Capital Management's MCR Position: Q3 2020 in Review

Leisure Capital Management sold out of MFS Charter Income Trust (MCR) in Q3 2020, closing a stake of 15,000 shares — an estimated $119K sold.

Leisure Capital Management first reported a position in MCR in Q2 2020 and held it in 1 quarter. The position peaked at $119K in Q2 2020. 62 funds tracked by Wall St. Rank hold MCR as of Q3 2020.

  • Leisure Capital Management reported no remaining MFS Charter Income Trust position as of Q3 2020 after selling out during the quarter.
  • Leisure Capital Management sold 15,000 MFS Charter Income Trust shares in Q3 2020, an estimated $119K.
  • Leisure Capital Management first reported a position in MFS Charter Income Trust in Q2 2020 and held it in 1 quarter.
  • Leisure Capital Management's MFS Charter Income Trust position peaked at $119K in Q2 2020.
  • 62 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q3 2020.

Based on Leisure Capital Management's 13F filing for Q3 2020, filed 23 Oct 2020.