RFA
MCR

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

Reilly 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
2016
Q2 		– Sell
-500
Closed -$4K – 906
2016
Q1 		$4K Hold
500
– – ﹤0.01% 965
2015
Q4 		$4K Buy
+500
New +$3.99K ﹤0.01% 978

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 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 0.66% 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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

Reilly Financial Advisors's MCR Position: Q2 2017 in Review

Reilly Financial Advisors sold out of MFS Charter Income Trust (MCR) in Q2 2017, closing a stake of 500 shares — an estimated $4K sold.

Reilly Financial Advisors first reported a position in MCR in Q2 2013 and held it in 14 quarters. The position peaked at $5K in Q4 2014. 58 funds tracked by Wall St. Rank hold MCR as of Q2 2017.

  • Reilly Financial Advisors reported no remaining MFS Charter Income Trust position as of Q2 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 500 MFS Charter Income Trust shares in Q2 2017, an estimated $4K.
  • Reilly Financial Advisors first reported a position in MFS Charter Income Trust in Q2 2013 and held it in 14 quarters.
  • Reilly Financial Advisors's MFS Charter Income Trust position peaked at $5K in Q4 2014.
  • 58 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2017.

Based on Reilly Financial Advisors's 13F filing for Q2 2017, filed 19 Jul 2017.