SAM
MCR

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return