PFBT
MCR

Parkside Financial Bank & Trust’s MFS Charter Income Trust MCR Stock Holding History

Parkside Financial Bank & Trust’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
2021
Q4 		– Sell
-592
Closed -$5K – 1868
2021
Q3 		$5K Hold
592
– – ﹤0.01% 1247
2021
Q2 		$5K Buy
+592
New +$5.17K ﹤0.01% 1237

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Parkside Financial Bank & Trust's MCR Position: Q4 2021 in Review

Parkside Financial Bank & Trust sold out of MFS Charter Income Trust (MCR) in Q4 2021, closing a stake of 592 shares — an estimated $5K sold.

Parkside Financial Bank & Trust first reported a position in MCR in Q2 2021 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 64 funds tracked by Wall St. Rank hold MCR as of Q4 2021.

  • Parkside Financial Bank & Trust reported no remaining MFS Charter Income Trust position as of Q4 2021 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 592 MFS Charter Income Trust shares in Q4 2021, an estimated $5K.
  • Parkside Financial Bank & Trust first reported a position in MFS Charter Income Trust in Q2 2021 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's MFS Charter Income Trust position peaked at $5K in Q3 2021.
  • 64 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2021.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2021, filed 14 Feb 2022.