SWP
MCR

SIMA Wealth Partners’s MFS Charter Income Trust MCR Stock Holding History

SIMA Wealth Partners’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
2025
Q2 		– Sell
-1,813
Closed -$11.4K – 170
2025
Q1 		$11.4K Buy
1,813
+38
+2% +$241 0.01% 138
2024
Q4 		$11.3K Buy
+1,775
New +$11.3K 0.01% 137

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 $156M AUM 1.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SIMA Wealth Partners's MCR Position: Q2 2025 in Review

SIMA Wealth Partners sold out of MFS Charter Income Trust (MCR) in Q2 2025, closing a stake of 1,813 shares — an estimated $11.4K sold.

SIMA Wealth Partners first reported a position in MCR in Q4 2024 and held it in 2 quarters. The position peaked at $11.4K in Q1 2025. 58 funds tracked by Wall St. Rank hold MCR as of Q2 2025.

  • SIMA Wealth Partners reported no remaining MFS Charter Income Trust position as of Q2 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 1,813 MFS Charter Income Trust shares in Q2 2025, an estimated $11.4K.
  • SIMA Wealth Partners first reported a position in MFS Charter Income Trust in Q4 2024 and held it in 2 quarters.
  • SIMA Wealth Partners's MFS Charter Income Trust position peaked at $11.4K in Q1 2025.
  • 58 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2025.

Based on SIMA Wealth Partners's 13F filing for Q2 2025, filed 15 Jun 2026.