MWM
MCR

Melfa Wealth Management’s MFS Charter Income Trust MCR Stock Holding History

Melfa Wealth 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
2025
Q3 		– Sell
-10,750
Closed -$68.4K – 197
2025
Q2 		$68.4K Sell
10,750
-9,500
-47% -$59K 0.04% 197
2025
Q1 		$127K Hold
20,250
– – 0.09% 186
2024
Q4 		$129K Buy
+20,250
New +$128K 0.09% 187

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
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Melfa Wealth Management's MCR Position: Q3 2025 in Review

Melfa Wealth Management sold out of MFS Charter Income Trust (MCR) in Q3 2025, closing a stake of 10,750 shares — an estimated $68.4K sold.

Melfa Wealth Management first reported a position in MCR in Q4 2024 and held it in 3 quarters. The position peaked at $129K in Q4 2024. 59 funds tracked by Wall St. Rank hold MCR as of Q3 2025.

  • Melfa Wealth Management reported no remaining MFS Charter Income Trust position as of Q3 2025 after selling out during the quarter.
  • Melfa Wealth Management sold 10,750 MFS Charter Income Trust shares in Q3 2025, an estimated $68.4K.
  • Melfa Wealth Management first reported a position in MFS Charter Income Trust in Q4 2024 and held it in 3 quarters.
  • Melfa Wealth Management's MFS Charter Income Trust position peaked at $129K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q3 2025.

Based on Melfa Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.