SignalPoint Asset Management’s MFS Charter Income Trust MCR Stock Holding History

SignalPoint Asset 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
2024 Q4	$71.5K	Buy	11,199 +38	+0.3%	+$241	0.02%	252
2024 Q3	$72.7K	Buy	11,161 +19	+0.2%	+$121	0.02%	267
2024 Q2	$69.9K	Buy	11,142 +18	+0.2%	+$112	0.02%	256
2024 Q1	$70.5K	Buy	11,124 +36	+0.3%	+$229	0.02%	245
2023 Q4	$71K	Buy	11,088 +27	+0.2%	+$163	0.02%	223
2023 Q3	$64.7K	Buy	11,061 +162	+1%	+$991	0.02%	208
2023 Q2	$68.8K	Buy	10,899 +231	+2%	+$1.43K	0.02%	211
2023 Q1	$67K	Buy	10,668 +216	+2%	+$1.4K	0.02%	216
2022 Q4	$64K	Buy	10,452 +213	+2%	+$1.36K	0.02%	215
2022 Q3	$60K	Buy	10,239 +213	+2%	+$1.38K	0.02%	204
2022 Q2	$63K	Buy	+10,026	New	+$66.8K	0.02%	209

Other funds holding MCR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SignalPoint Asset Management's MCR Position: Q4 2024 in Review

SignalPoint Asset Management increased its MFS Charter Income Trust (MCR) stake by 0.34% in Q4 2024, buying an estimated $241 and bringing the position to 11,199 shares worth $71.5K. The position accounts for 0.02% of the portfolio, ranked #252.

SignalPoint Asset Management first reported a position in MCR in Q2 2022 and has held it in 11 quarters since. The position peaked at $72.7K in Q3 2024. 62 funds tracked by Wall St. Rank hold MCR as of Q4 2024.

SignalPoint Asset Management held 11,199 shares of MFS Charter Income Trust worth $71.5K as of Q4 2024.
SignalPoint Asset Management bought 38 MFS Charter Income Trust shares in Q4 2024, an estimated $241.
MFS Charter Income Trust made up 0.02% of SignalPoint Asset Management's portfolio in Q4 2024, its #252 holding.
SignalPoint Asset Management first reported a position in MFS Charter Income Trust in Q2 2022 and has held it in 11 quarters since.
SignalPoint Asset Management's MFS Charter Income Trust position peaked at $72.7K in Q3 2024.
62 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.