PCM
MCR

Pointe Capital Management’s MFS Charter Income Trust MCR Stock Holding History

Pointe Capital 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
2017
Q1 		– Sell
-68,800
Closed -$586K – 199
2016
Q4 		$586K Buy
+68,800
New +$578K 0.33% 63

Other funds holding MCR

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Pointe Capital Management's MCR Position: Q1 2017 in Review

Pointe Capital Management sold out of MFS Charter Income Trust (MCR) in Q1 2017, closing a stake of 68,800 shares — an estimated $586K sold.

Pointe Capital Management first reported a position in MCR in Q4 2016 and held it in 1 quarter. The position peaked at $586K in Q4 2016. 61 funds tracked by Wall St. Rank hold MCR as of Q1 2017.

  • Pointe Capital Management reported no remaining MFS Charter Income Trust position as of Q1 2017 after selling out during the quarter.
  • Pointe Capital Management sold 68,800 MFS Charter Income Trust shares in Q1 2017, an estimated $586K.
  • Pointe Capital Management first reported a position in MFS Charter Income Trust in Q4 2016 and held it in 1 quarter.
  • Pointe Capital Management's MFS Charter Income Trust position peaked at $586K in Q4 2016.
  • 61 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2017.

Based on Pointe Capital Management's 13F filing for Q1 2017, filed 25 May 2017.