TFS
MCR

TrustCore Financial Services’s MFS Charter Income Trust MCR Stock Holding History

TrustCore Financial Services’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
-500
Closed -$4K – 644
2018
Q3 		$4K Buy
+500
New +$3.92K ﹤0.01% 703

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
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 0.79% 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 $6.73T AUM 46.02% 1-Year Est. Return

TrustCore Financial Services's MCR Position: Q4 2018 in Review

TrustCore Financial Services sold out of MFS Charter Income Trust (MCR) in Q4 2018, closing a stake of 500 shares — an estimated $4K sold.

TrustCore Financial Services first reported a position in MCR in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 74 funds tracked by Wall St. Rank hold MCR as of Q4 2018.

  • TrustCore Financial Services reported no remaining MFS Charter Income Trust position as of Q4 2018 after selling out during the quarter.
  • TrustCore Financial Services sold 500 MFS Charter Income Trust shares in Q4 2018, an estimated $4K.
  • TrustCore Financial Services first reported a position in MFS Charter Income Trust in Q3 2018 and held it in 1 quarter.
  • TrustCore Financial Services's MFS Charter Income Trust position peaked at $4K in Q3 2018.
  • 74 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q4 2018.

Based on TrustCore Financial Services's 13F filing for Q4 2018, filed 5 Feb 2019.