MOS
MCR

MGO One Seven’s MFS Charter Income Trust MCR Stock Holding History

MGO One Seven’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
2022
Q4 		– Sell
-13,041
Closed -$77 – 769
2022
Q3 		$77 Sell
13,041
-396
-3% -$2.57K ﹤0.01% 688
2022
Q2 		$85K Sell
13,437
-102
-0.8% -$680 0.01% 614
2022
Q1 		$99K Sell
13,539
-129
-0.9% -$988 0.01% 652
2021
Q4 		$116K Sell
13,668
-71
-0.5% -$608 0.01% 640
2021
Q3 		$119K Sell
13,739
-101
-0.7% -$874 0.02% 584
2021
Q2 		$121K Sell
13,840
-118
-0.8% -$1.03K 0.02% 569
2021
Q1 		$119K Sell
13,958
-235
-2% -$2.04K 0.02% 532
2020
Q4 		$124K Sell
14,193
-8,307
-37% -$69.7K 0.03% 477
2020
Q3 		$180K Buy
22,500
+440
+2% +$3.68K 0.04% 432
2020
Q2 		$175K Buy
22,060
+4,559
+26% +$36.2K 0.05% 424
2020
Q1 		$129K Buy
17,501
+971
+6% +$7.81K 0.04% 369
2019
Q4 		$139K Buy
+16,530
New +$138K 0.04% 421
2019
Q3 		– Sell
-15,853
Closed -$129K – 454
2019
Q2 		$129K Buy
15,853
+293
+2% +$2.33K 0.04% 385
2019
Q1 		$122K Buy
15,560
+545
+4% +$4.21K 0.04% 398
2018
Q4 		$110K Buy
15,015
+189
+1% +$1.4K 0.05% 435
2018
Q3 		$115K Buy
+14,826
New +$116K 0.05% 344
2018
Q1 		$112K Buy
13,812
+907
+7% +$7.48K 0.05% 412
2017
Q4 		$109K Buy
+12,905
New +$110K 0.05% 415

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MGO One Seven's MCR Position: Q4 2022 in Review

MGO One Seven sold out of MFS Charter Income Trust (MCR) in Q4 2022, closing a stake of 13,041 shares — an estimated $77 sold.

MGO One Seven first reported a position in MCR in Q4 2017 and held it in 18 quarters. The position peaked at $180K in Q3 2020. 74 funds tracked by Wall St. Rank hold MCR as of Q4 2022.

  • MGO One Seven reported no remaining MFS Charter Income Trust position as of Q4 2022 after selling out during the quarter.
  • MGO One Seven sold 13,041 MFS Charter Income Trust shares in Q4 2022, an estimated $77.
  • MGO One Seven first reported a position in MFS Charter Income Trust in Q4 2017 and held it in 18 quarters.
  • MGO One Seven's MFS Charter Income Trust position peaked at $180K in Q3 2020.
  • 74 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2022.

Based on MGO One Seven's 13F filing for Q4 2022, filed 25 Jan 2023.