Plante Moran Financial Advisors’s MFS Charter Income Trust MCR Stock Holding History

Plante Moran Financial Advisors’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
2025 Q1	–	Sell	-122	Closed	-$778	–	905
2024 Q4	$778	Buy	+122	New	+$774	﹤0.01%	830
2021 Q1	–	Sell	-25,400	Closed	-$223K	–	1068
2020 Q4	$223K	Hold	25,400	–	–	0.07%	153
2020 Q3	$203K	Buy	+25,400	New	+$213K	0.07%	146
2015 Q1	–	Sell	-374	Closed	-$3K	–	764
2014 Q4	$3K	Sell	374 -824	-69%	-$7.25K	﹤0.01%	724
2014 Q3	$11K	Hold	1,198	–	–	0.01%	514
2014 Q2	$11K	Buy	+1,198	New	+$11K	0.01%	504

Other funds holding MCR

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

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

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

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

SFS

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

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

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

Plante Moran Financial Advisors's MCR Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of MFS Charter Income Trust (MCR) in Q1 2025, closing a stake of 122 shares — an estimated $778 sold.

Plante Moran Financial Advisors first reported a position in MCR in Q2 2014 and held it in 6 quarters. The position peaked at $223K in Q4 2020. 58 funds tracked by Wall St. Rank hold MCR as of Q1 2025.

Plante Moran Financial Advisors reported no remaining MFS Charter Income Trust position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 122 MFS Charter Income Trust shares in Q1 2025, an estimated $778.
Plante Moran Financial Advisors first reported a position in MFS Charter Income Trust in Q2 2014 and held it in 6 quarters.
Plante Moran Financial Advisors's MFS Charter Income Trust position peaked at $223K in Q4 2020.
58 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.