TWA
MCR

TCI Wealth Advisors’s MFS Charter Income Trust MCR Stock Holding History

TCI Wealth Advisors’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
2020
Q2 		– Sell
-340
Closed -$3K – 1585
2020
Q1 		$3K Buy
+340
New +$2.74K ﹤0.01% 891

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCI Wealth Advisors's MCR Position: Q2 2020 in Review

TCI Wealth Advisors sold out of MFS Charter Income Trust (MCR) in Q2 2020, closing a stake of 340 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in MCR in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 62 funds tracked by Wall St. Rank hold MCR as of Q2 2020.

  • TCI Wealth Advisors reported no remaining MFS Charter Income Trust position as of Q2 2020 after selling out during the quarter.
  • TCI Wealth Advisors sold 340 MFS Charter Income Trust shares in Q2 2020, an estimated $3K.
  • TCI Wealth Advisors first reported a position in MFS Charter Income Trust in Q1 2020 and held it in 1 quarter.
  • TCI Wealth Advisors's MFS Charter Income Trust position peaked at $3K in Q1 2020.
  • 62 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2020.

Based on TCI Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.