RIA
MCR

Realta Investment Advisors’s MFS Charter Income Trust MCR Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-875
Closed -$7K – 947
2019
Q4 		$7K Hold
875
– – ﹤0.01% 1246
2019
Q3 		$7K Hold
875
– – ﹤0.01% 1224
2019
Q2 		$7K Hold
875
– – ﹤0.01% 1258
2019
Q1 		$7K Buy
+875
New +$6.75K ﹤0.01% 997

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Realta Investment Advisors's MCR Position: Q1 2020 in Review

Realta Investment Advisors sold out of MFS Charter Income Trust (MCR) in Q1 2020, closing a stake of 875 shares — an estimated $7K sold.

Realta Investment Advisors first reported a position in MCR in Q1 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 68 funds tracked by Wall St. Rank hold MCR as of Q1 2020.

  • Realta Investment Advisors reported no remaining MFS Charter Income Trust position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 875 MFS Charter Income Trust shares in Q1 2020, an estimated $7K.
  • Realta Investment Advisors first reported a position in MFS Charter Income Trust in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's MFS Charter Income Trust position peaked at $7K in Q4 2019.
  • 68 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.