Starfire Investment Advisers’s MFS Charter Income Trust MCR Stock Holding History

Starfire Investment Advisers’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
2018 Q4	–	Sell	-10,450	Closed	-$81K	–	149
2018 Q3	$81K	Buy	+10,450	New	+$82K	0.04%	129
2017 Q2	–	Sell	-64,800	Closed	-$561K	–	133
2017 Q1	$561K	Sell	64,800 -4,000	-6%	-$34.3K	0.3%	73
2016 Q4	$586K	Buy	68,800 +500	+0.7%	+$4.2K	0.33%	63
2016 Q3	$590K	Hold	68,300	–	–	0.35%	63
2016 Q2	$579K	Hold	68,300	–	–	0.4%	56
2016 Q1	$555K	Sell	68,300 -1,250	-2%	-$9.74K	0.36%	61
2015 Q4	$530K	Hold	69,550	–	–	0.36%	66
2015 Q3	$539K	Sell	69,550 -8,000	-10%	-$66.1K	0.39%	60
2015 Q2	$657K	Hold	77,550	–	–	0.43%	55
2015 Q1	$682K	Buy	+77,550	New	+$684K	0.45%	53

Other funds holding MCR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PPA

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Starfire Investment Advisers's MCR Position: Q4 2018 in Review

Starfire Investment Advisers sold out of MFS Charter Income Trust (MCR) in Q4 2018, closing a stake of 10,450 shares — an estimated $81K sold.

Starfire Investment Advisers first reported a position in MCR in Q1 2015 and held it in 10 quarters. The position peaked at $682K in Q1 2015. 74 funds tracked by Wall St. Rank hold MCR as of Q4 2018.

Starfire Investment Advisers reported no remaining MFS Charter Income Trust position as of Q4 2018 after selling out during the quarter.
Starfire Investment Advisers sold 10,450 MFS Charter Income Trust shares in Q4 2018, an estimated $81K.
Starfire Investment Advisers first reported a position in MFS Charter Income Trust in Q1 2015 and held it in 10 quarters.
Starfire Investment Advisers's MFS Charter Income Trust position peaked at $682K in Q1 2015.
74 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2018.

Based on Starfire Investment Advisers's 13F filing for Q4 2018, filed 6 Feb 2019.