SC
MCR

SouthState Corp’s MFS Charter Income Trust MCR Stock Holding History

SouthState Corp’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
Q3 		– Sell
-1,250
Closed -$8K – 712
2022
Q2 		$8K Buy
+1,250
New +$8.33K ﹤0.01% 601

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

SouthState Corp's MCR Position: Q3 2022 in Review

SouthState Corp sold out of MFS Charter Income Trust (MCR) in Q3 2022, closing a stake of 1,250 shares — an estimated $8K sold.

SouthState Corp first reported a position in MCR in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 69 funds tracked by Wall St. Rank hold MCR as of Q3 2022.

  • SouthState Corp reported no remaining MFS Charter Income Trust position as of Q3 2022 after selling out during the quarter.
  • SouthState Corp sold 1,250 MFS Charter Income Trust shares in Q3 2022, an estimated $8K.
  • SouthState Corp first reported a position in MFS Charter Income Trust in Q2 2022 and held it in 1 quarter.
  • SouthState Corp's MFS Charter Income Trust position peaked at $8K in Q2 2022.
  • 69 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q3 2022.

Based on SouthState Corp's 13F filing for Q3 2022, filed 7 Nov 2022.