NFH
MCR

NEXT Financial Holdings’s MFS Charter Income Trust MCR Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$11K Buy
+1,430
New +$11K ﹤0.01% 1093

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NEXT Financial Holdings's MCR Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in MFS Charter Income Trust (MCR) in Q1 2019: 1,430 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1093 among its holdings.

70 funds tracked by Wall St. Rank hold MCR as of Q1 2019.

  • NEXT Financial Holdings held 1,430 shares of MFS Charter Income Trust worth $11K as of Q1 2019.
  • MFS Charter Income Trust was a new NEXT Financial Holdings position in Q1 2019.
  • MFS Charter Income Trust made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1093 holding.
  • 70 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.