S
MCR

SignatureFD’s MFS Charter Income Trust MCR Stock Holding History

SignatureFD’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
2022
Q4 		– Sell
-2,150
Closed -$13K – 3362
2022
Q3 		$13K Buy
+2,150
New +$14K ﹤0.01% 1947
2019
Q4 		– Sell
-1,521
Closed -$13K – 2230
2019
Q3 		$13K Buy
+1,521
New +$12.6K ﹤0.01% 1365

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SignatureFD's MCR Position: Q4 2022 in Review

SignatureFD sold out of MFS Charter Income Trust (MCR) in Q4 2022, closing a stake of 2,150 shares — an estimated $13K sold.

SignatureFD first reported a position in MCR in Q3 2019 and held it in 2 quarters. The position peaked at $13K in Q3 2022. 74 funds tracked by Wall St. Rank hold MCR as of Q4 2022.

  • SignatureFD reported no remaining MFS Charter Income Trust position as of Q4 2022 after selling out during the quarter.
  • SignatureFD sold 2,150 MFS Charter Income Trust shares in Q4 2022, an estimated $13K.
  • SignatureFD first reported a position in MFS Charter Income Trust in Q3 2019 and held it in 2 quarters.
  • SignatureFD's MFS Charter Income Trust position peaked at $13K in Q3 2022.
  • 74 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2022.

Based on SignatureFD's 13F filing for Q4 2022, filed 30 Jan 2023.