Royal Bank of Canada’s MFS Charter Income Trust MCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $194K | Sell |
31,942
-2,244
| -7% | -$13.9K | ﹤0.01% | 4737 |
|
|
2025
Q4 | $215K | Buy |
34,186
+6,903
| +25% | +$43.7K | ﹤0.01% | 4704 |
|
|
2025
Q3 | $175K | Sell |
27,283
-161
| -0.6% | -$1.03K | ﹤0.01% | 5169 |
|
|
2025
Q2 | $175K | Sell |
27,444
-1,917
| -7% | -$11.9K | ﹤0.01% | 5257 |
|
|
2025
Q1 | $184K | Buy |
29,361
+833
| +3% | +$5.28K | ﹤0.01% | 4759 |
|
|
2024
Q4 | $182K | Sell |
28,528
-8,718
| -23% | -$55.3K | ﹤0.01% | 4888 |
|
|
2024
Q3 | $244K | Sell |
37,246
-1,662
| -4% | -$10.6K | ﹤0.01% | 4654 |
|
|
2024
Q2 | $244K | Buy |
38,908
+4,845
| +14% | +$30.2K | ﹤0.01% | 4597 |
|
|
2024
Q1 | $216K | Sell |
34,063
-644
| -2% | -$4.1K | ﹤0.01% | 4622 |
|
|
2023
Q4 | $224K | Hold |
34,707
| – | – | ﹤0.01% | 5008 |
|
|
2023
Q3 | $203K | Sell |
34,707
-2,362
| -6% | -$14.4K | ﹤0.01% | 4789 |
|
|
2023
Q2 | $234K | Sell |
37,069
-1,784
| -5% | -$11.1K | ﹤0.01% | 4593 |
|
|
2023
Q1 | $244K | Sell |
38,853
-828
| -2% | -$5.37K | ﹤0.01% | 4450 |
|
|
2022
Q4 | $244K | Buy |
39,681
+1,378
| +4% | +$8.78K | ﹤0.01% | 4703 |
|
|
2022
Q3 | $228K | Buy |
38,303
+1,998
| +6% | +$13K | ﹤0.01% | 4665 |
|
|
2022
Q2 | $229K | Buy |
36,305
+6,987
| +24% | +$46.6K | ﹤0.01% | 4706 |
|
|
2022
Q1 | $215K | Buy |
29,318
+610
| +2% | +$4.67K | ﹤0.01% | 5017 |
|
|
2021
Q4 | $245K | Buy |
28,708
+5,507
| +24% | +$47.2K | ﹤0.01% | 5130 |
|
|
2021
Q3 | $200K | Hold |
23,201
| – | – | ﹤0.01% | 5173 |
|
|
2021
Q2 | $203K | Sell |
23,201
-2,928
| -11% | -$25.6K | ﹤0.01% | 5057 |
|
|
2021
Q1 | $223K | Sell |
26,129
-1,221
| -4% | -$10.6K | ﹤0.01% | 4861 |
|
|
2020
Q4 | $240K | Buy |
27,350
+3,232
| +13% | +$27.1K | ﹤0.01% | 4733 |
|
|
2020
Q3 | $193K | Buy |
24,118
+1,982
| +9% | +$16.6K | ﹤0.01% | 4578 |
|
|
2020
Q2 | $176K | Buy |
22,136
+1,223
| +6% | +$9.72K | ﹤0.01% | 4533 |
|
|
2020
Q1 | $154K | Buy |
20,913
+536
| +3% | +$4.31K | ﹤0.01% | 4497 |
|
|
2019
Q4 | $172K | Sell |
20,377
-59
| -0.3% | -$491 | ﹤0.01% | 4723 |
|
|
2019
Q3 | $170K | Buy |
20,436
+7,470
| +58% | +$61.8K | ﹤0.01% | 4538 |
|
|
2019
Q2 | $106K | Sell |
12,966
-3,767
| -23% | -$30K | ﹤0.01% | 4835 |
|
|
2019
Q1 | $133K | Buy |
16,733
+1,768
| +12% | +$13.6K | ﹤0.01% | 4598 |
|
|
2018
Q4 | $110K | Buy |
14,965
+3,351
| +29% | +$24.9K | ﹤0.01% | 4675 |
|
|
2018
Q3 | $90K | Buy |
11,614
+5,093
| +78% | +$39.9K | ﹤0.01% | 4915 |
|
|
2018
Q2 | $52K | Sell |
6,521
-800
| -11% | -$6.4K | ﹤0.01% | 5145 |
|
|
2018
Q1 | $59K | Buy |
7,321
+800
| +12% | +$6.6K | ﹤0.01% | 4981 |
|
|
2017
Q4 | $55K | Buy |
6,521
+1,900
| +41% | +$16.2K | ﹤0.01% | 5130 |
|
|
2017
Q3 | $40K | Sell |
4,621
-1,824
| -28% | -$15.7K | ﹤0.01% | 5552 |
|
|
2017
Q2 | $56K | Sell |
6,445
-1,952
| -23% | -$16.9K | ﹤0.01% | 5059 |
|
|
2017
Q1 | $72K | Sell |
8,397
-12,577
| -60% | -$108K | ﹤0.01% | 4943 |
|
|
2016
Q4 | $179K | Sell |
20,974
-15,075
| -42% | -$127K | ﹤0.01% | 4550 |
|
|
2016
Q3 | $311K | Buy |
36,049
+11,391
| +46% | +$98.1K | ﹤0.01% | 4104 |
|
|
2016
Q2 | $209K | Sell |
24,658
-2,126
| -8% | -$17.6K | ﹤0.01% | 4385 |
|
|
2016
Q1 | $218K | Buy |
26,784
+3,072
| +13% | +$23.9K | ﹤0.01% | 4306 |
|
|
2015
Q4 | $181K | Buy |
23,712
+125
| +0.5% | +$997 | ﹤0.01% | 4584 |
|
|
2015
Q3 | $183K | Sell |
23,587
-415
| -2% | -$3.43K | ﹤0.01% | 4397 |
|
|
2015
Q2 | $202K | Buy |
24,002
+2,734
| +13% | +$24.2K | ﹤0.01% | 4352 |
|
|
2015
Q1 | $187K | Sell |
21,268
-1,321
| -6% | -$11.6K | ﹤0.01% | 4264 |
|
|
2014
Q4 | $208K | Buy |
22,589
+4,520
| +25% | +$39.8K | ﹤0.01% | 4310 |
|
|
2014
Q3 | $160K | Sell |
18,069
-26,315
| -59% | -$239K | ﹤0.01% | 4338 |
|
|
2014
Q2 | $410K | Buy |
44,384
+21,837
| +97% | +$201K | ﹤0.01% | 3610 |
|
|
2014
Q1 | $206K | Buy |
22,547
+377
| +2% | +$3.42K | ﹤0.01% | 4088 |
|
|
2013
Q4 | $201K | Sell |
22,170
-808
| -4% | -$7.24K | ﹤0.01% | 4152 |
|
|
2013
Q3 | $206K | Sell |
22,978
-69,160
| -75% | -$612K | ﹤0.01% | 4063 |
|
|
2013
Q2 | $852K | Buy |
+92,138
| New | +$918K | ﹤0.01% | 2708 |
|
Other funds holding MCR
SIA
SFS
RCM
RP
Royal Bank of Canada's MCR Position: Q1 2026 in Review
Royal Bank of Canada reduced its MFS Charter Income Trust (MCR) stake by 6.6% in Q1 2026, selling an estimated $13.9K and leaving 31,942 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #4737.
Royal Bank of Canada first reported a position in MCR in Q2 2013 and has held it in 52 quarters since. The position peaked at $852K in Q2 2013. 66 funds tracked by Wall St. Rank hold MCR as of Q1 2026.
- Royal Bank of Canada held 31,942 shares of MFS Charter Income Trust worth $194K as of Q1 2026.
- Royal Bank of Canada sold 2,244 MFS Charter Income Trust shares in Q1 2026, an estimated $13.9K.
- MFS Charter Income Trust made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #4737 holding.
- Royal Bank of Canada first reported a position in MFS Charter Income Trust in Q2 2013 and has held it in 52 quarters since.
- Royal Bank of Canada's MFS Charter Income Trust position peaked at $852K in Q2 2013.
- 66 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2026.
Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.