SWP
MCR

Stratos Wealth Partners’s MFS Charter Income Trust MCR Stock Holding History

Stratos Wealth Partners’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
-1,400
Closed -$11K – 1802
2018
Q3 		$11K Buy
+1,400
New +$11K ﹤0.01% 2145

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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
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 0.66% 1-Year Est. Return
Invesco
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
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stratos Wealth Partners's MCR Position: Q4 2018 in Review

Stratos Wealth Partners sold out of MFS Charter Income Trust (MCR) in Q4 2018, closing a stake of 1,400 shares — an estimated $11K sold.

Stratos Wealth Partners first reported a position in MCR in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 74 funds tracked by Wall St. Rank hold MCR as of Q4 2018.

  • Stratos Wealth Partners reported no remaining MFS Charter Income Trust position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,400 MFS Charter Income Trust shares in Q4 2018, an estimated $11K.
  • Stratos Wealth Partners first reported a position in MFS Charter Income Trust in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's MFS Charter Income Trust position peaked at $11K in Q3 2018.
  • 74 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.