OPS
MCR

Orion Portfolio Solutions’s MFS Charter Income Trust MCR Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-2,112
Closed -$17K – 1388
2020
Q2 		$17K Buy
+2,112
New +$16.8K ﹤0.01% 1002

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Orion Portfolio Solutions's MCR Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of MFS Charter Income Trust (MCR) in Q3 2020, closing a stake of 2,112 shares — an estimated $17K sold.

Orion Portfolio Solutions first reported a position in MCR in Q2 2020 and held it in 1 quarter. The position peaked at $17K in Q2 2020. 62 funds tracked by Wall St. Rank hold MCR as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining MFS Charter Income Trust position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,112 MFS Charter Income Trust shares in Q3 2020, an estimated $17K.
  • Orion Portfolio Solutions first reported a position in MFS Charter Income Trust in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's MFS Charter Income Trust position peaked at $17K in Q2 2020.
  • 62 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.