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

MAI 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
2026 Q2	–	Sell	-281	Closed	-$1.7K	–	3630
2026 Q1	$1.7K	Hold	281	–	–	﹤0.01%	3986
2025 Q4	$1.76K	Sell	281 -3,630	-93%	-$23K	﹤0.01%	3446
2025 Q3	$25.1K	Hold	3,911	–	–	﹤0.01%	2309
2025 Q2	$24.9K	Hold	3,911	–	–	﹤0.01%	2244
2025 Q1	$24.5K	Hold	3,911	–	–	﹤0.01%	2094
2024 Q4	$25K	Buy	+3,911	New	+$24.8K	﹤0.01%	2117

MAI Capital Management's MCR Position: Q2 2026 in Review

MAI Capital Management sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 281 shares — an estimated $1.7K sold.

MAI Capital Management first reported a position in MCR in Q4 2024 and held it in 6 quarters. The position peaked at $25.1K in Q3 2025. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

MAI Capital Management reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 281 MFS Charter Income Trust shares in Q2 2026, an estimated $1.7K.
MAI Capital Management first reported a position in MFS Charter Income Trust in Q4 2024 and held it in 6 quarters.
MAI Capital Management's MFS Charter Income Trust position peaked at $25.1K in Q3 2025.
0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.