Tower Research Capital (TRC)’s MFS Charter Income Trust MCR Stock Holding History

Tower Research Capital (TRC)’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 Q1	–	Sell	-140	Closed	-$1K	–	6366
2021 Q4	$1K	Buy	+140	New	+$1.2K	﹤0.01%	5851
2016 Q4	–	Sell	-100	Closed	-$1K	–	4175
2016 Q3	$1K	Buy	+100	New	+$861	﹤0.01%	3326
2015 Q4	–	Sell	-5,375	Closed	-$42K	–	4809
2015 Q3	$42K	Sell	5,375 -2,625	-33%	-$21.7K	﹤0.01%	1144
2015 Q2	$68K	Buy	8,000 +5,600	+233%	+$49.6K	0.01%	1127
2015 Q1	$21K	Buy	+2,400	New	+$21.2K	﹤0.01%	2201
2014 Q1	–	Sell	-11,612	Closed	-$105K	–	4720
2013 Q4	$105K	Buy	11,612 +10,589	+1,035%	+$94.9K	0.02%	837
2013 Q3	$9K	Buy	+1,023	New	+$9.05K	﹤0.01%	3271

Other funds holding MCR

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

PPA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIA

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tower Research Capital (TRC)'s MCR Position: Q1 2022 in Review

Tower Research Capital (TRC) sold out of MFS Charter Income Trust (MCR) in Q1 2022, closing a stake of 140 shares — an estimated $1K sold.

Tower Research Capital (TRC) first reported a position in MCR in Q3 2013 and held it in 7 quarters. The position peaked at $105K in Q4 2013. 63 funds tracked by Wall St. Rank hold MCR as of Q1 2022.

Tower Research Capital (TRC) reported no remaining MFS Charter Income Trust position as of Q1 2022 after selling out during the quarter.
Tower Research Capital (TRC) sold 140 MFS Charter Income Trust shares in Q1 2022, an estimated $1K.
Tower Research Capital (TRC) first reported a position in MFS Charter Income Trust in Q3 2013 and held it in 7 quarters.
Tower Research Capital (TRC)'s MFS Charter Income Trust position peaked at $105K in Q4 2013.
63 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2022.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2022, filed 12 May 2022.