SFC
MCR

Strategic Financial Concepts’s MFS Charter Income Trust MCR Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-41,340
Closed -$6.5K – 514
2024
Q2 		$6.5K Buy
+41,340
New +$258K ﹤0.01% 452

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Financial Concepts's MCR Position: Q3 2024 in Review

Strategic Financial Concepts sold out of MFS Charter Income Trust (MCR) in Q3 2024, closing a stake of 41,340 shares — an estimated $6.5K sold.

Strategic Financial Concepts first reported a position in MCR in Q2 2024 and held it in 1 quarter. The position peaked at $6.5K in Q2 2024. 57 funds tracked by Wall St. Rank hold MCR as of Q3 2024.

  • Strategic Financial Concepts reported no remaining MFS Charter Income Trust position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 41,340 MFS Charter Income Trust shares in Q3 2024, an estimated $6.5K.
  • Strategic Financial Concepts first reported a position in MFS Charter Income Trust in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's MFS Charter Income Trust position peaked at $6.5K in Q2 2024.
  • 57 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.