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

Northwestern Mutual 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
2024 Q2	–	Sell	-670	Closed	-$4.25K	–	3686
2024 Q1	$4.25K	Buy	+670	New	+$4.26K	﹤0.01%	2890
2021 Q4	–	Sell	-437	Closed	-$4K	–	3252
2021 Q3	$4K	Buy	+437	New	+$3.78K	﹤0.01%	2728
2021 Q2	–	Sell	-1,786	Closed	-$15K	–	3104
2021 Q1	$15K	Buy	+1,786	New	+$15.5K	﹤0.01%	2166
2019 Q3	–	Sell	-229	Closed	-$2K	–	2596
2019 Q2	$2K	Buy	229 +5	+2%	+$40	﹤0.01%	2330
2019 Q1	$2K	Buy	224 +5	+2%	+$39	﹤0.01%	2320
2018 Q4	$2K	Sell	219 -147	-40%	-$1.09K	﹤0.01%	2202
2018 Q3	$3K	Buy	366 +156	+74%	+$1.22K	﹤0.01%	2215
2018 Q2	$2K	Buy	210 +2	+1%	+$16	﹤0.01%	2178
2018 Q1	$2K	Buy	+208	New	+$1.72K	﹤0.01%	2042

Other funds holding MCR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Northwestern Mutual Wealth Management's MCR Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of MFS Charter Income Trust (MCR) in Q2 2024, closing a stake of 670 shares — an estimated $4.25K sold.

Northwestern Mutual Wealth Management first reported a position in MCR in Q1 2018 and held it in 9 quarters. The position peaked at $15K in Q1 2021. 62 funds tracked by Wall St. Rank hold MCR as of Q2 2024.

Northwestern Mutual Wealth Management reported no remaining MFS Charter Income Trust position as of Q2 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 670 MFS Charter Income Trust shares in Q2 2024, an estimated $4.25K.
Northwestern Mutual Wealth Management first reported a position in MFS Charter Income Trust in Q1 2018 and held it in 9 quarters.
Northwestern Mutual Wealth Management's MFS Charter Income Trust position peaked at $15K in Q1 2021.
62 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.