RA
MCR

Reby Advisors’s MFS Charter Income Trust MCR Stock Holding History

Reby 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
Q4 		$5K Buy
+580
New +$4.86K ﹤0.01% 488

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Reby Advisors's MCR Position: Q4 2020 in Review

Reby Advisors opened a new position in MFS Charter Income Trust (MCR) in Q4 2020: 580 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #488 among its holdings.

64 funds tracked by Wall St. Rank hold MCR as of Q4 2020.

  • Reby Advisors held 580 shares of MFS Charter Income Trust worth $5K as of Q4 2020.
  • MFS Charter Income Trust was a new Reby Advisors position in Q4 2020.
  • MFS Charter Income Trust made up ﹤0.01% of Reby Advisors's portfolio in Q4 2020, its #488 holding.
  • 64 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.