SWM
MCR

Spire Wealth Management’s MFS Charter Income Trust MCR Stock Holding History

Spire Wealth 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
2022
Q2 		– Sell
-2,300
Closed -$17K – 2770
2022
Q1 		$17K Hold
2,300
– – ﹤0.01% 1876
2021
Q4 		$20K Hold
2,300
– – ﹤0.01% 2118
2021
Q3 		$20K Buy
+2,300
New +$19.9K ﹤0.01% 1856

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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 $79.5B AUM 27.1% 1-Year Est. Return

Spire Wealth Management's MCR Position: Q2 2022 in Review

Spire Wealth Management sold out of MFS Charter Income Trust (MCR) in Q2 2022, closing a stake of 2,300 shares — an estimated $17K sold.

Spire Wealth Management first reported a position in MCR in Q3 2021 and held it in 3 quarters. The position peaked at $20K in Q4 2021. 66 funds tracked by Wall St. Rank hold MCR as of Q2 2022.

  • Spire Wealth Management reported no remaining MFS Charter Income Trust position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 2,300 MFS Charter Income Trust shares in Q2 2022, an estimated $17K.
  • Spire Wealth Management first reported a position in MFS Charter Income Trust in Q3 2021 and held it in 3 quarters.
  • Spire Wealth Management's MFS Charter Income Trust position peaked at $20K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.