Truist Financial
MCR

Truist Financial’s MFS Charter Income Trust MCR Stock Holding History

Truist Financial’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
-198,427
Closed -$1.69M – 2772
2021
Q4 		$1.69M Sell
198,427
-17,371
-8% -$149K ﹤0.01% 1374
2021
Q3 		$1.86M Sell
215,798
-42,696
-17% -$369K ﹤0.01% 1314
2021
Q2 		$2.26M Buy
+258,494
New +$2.26M ﹤0.01% 1232

Other funds holding MCR

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial's MCR Position: Q1 2022 in Review

Truist Financial sold out of MFS Charter Income Trust (MCR) in Q1 2022, closing a stake of 198,427 shares — an estimated $1.69M sold.

Truist Financial first reported a position in MCR in Q2 2021 and held it in 3 quarters. The position peaked at $2.26M in Q2 2021. 63 funds tracked by Wall St. Rank hold MCR as of Q1 2022.

  • Truist Financial reported no remaining MFS Charter Income Trust position as of Q1 2022 after selling out during the quarter.
  • Truist Financial sold 198,427 MFS Charter Income Trust shares in Q1 2022, an estimated $1.69M.
  • Truist Financial first reported a position in MFS Charter Income Trust in Q2 2021 and held it in 3 quarters.
  • Truist Financial's MFS Charter Income Trust position peaked at $2.26M in Q2 2021.
  • 63 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2022.

Based on Truist Financial's 13F filing for Q1 2022, filed 22 Apr 2022.