Sowell Financial Services’s MFS Charter Income Trust MCR Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-377	Closed	-$3K	–	1821
2021 Q1	$3K	Sell	377 -59	-14%	-$512	﹤0.01%	2746
2020 Q4	$4K	Buy	436 +14	+3%	+$117	﹤0.01%	2335
2020 Q3	$3K	Sell	422 -16	-4%	-$134	﹤0.01%	2138
2020 Q2	$3K	Hold	438	–	–	﹤0.01%	2053
2020 Q1	$3K	Sell	438 -13	-3%	-$105	﹤0.01%	1992
2019 Q4	$4K	Sell	451 -9	-2%	-$75	﹤0.01%	1986
2019 Q3	$4K	Buy	+460	New	+$3.81K	﹤0.01%	1851

Other funds holding MCR

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SIA

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

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sowell Financial Services's MCR Position: Q2 2021 in Review

Sowell Financial Services sold out of MFS Charter Income Trust (MCR) in Q2 2021, closing a stake of 377 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in MCR in Q3 2019 and held it in 7 quarters. The position peaked at $4K in Q4 2020. 64 funds tracked by Wall St. Rank hold MCR as of Q2 2021.

Sowell Financial Services reported no remaining MFS Charter Income Trust position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 377 MFS Charter Income Trust shares in Q2 2021, an estimated $3K.
Sowell Financial Services first reported a position in MFS Charter Income Trust in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's MFS Charter Income Trust position peaked at $4K in Q4 2020.
64 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.