WealthBridge Capital Management’s MFS Charter Income Trust MCR Stock Holding History

WealthBridge Capital Management’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
2019 Q2	–	Sell	-3,000	Closed	-$24K	–	557
2019 Q1	$24K	Hold	3,000	–	–	0.02%	425
2018 Q4	$22K	Buy	+3,000	New	+$22.3K	0.02%	394

Other funds holding MCR

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

SIA

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

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

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

WealthBridge Capital Management's MCR Position: Q2 2019 in Review

WealthBridge Capital Management sold out of MFS Charter Income Trust (MCR) in Q2 2019, closing a stake of 3,000 shares — an estimated $24K sold.

WealthBridge Capital Management first reported a position in MCR in Q4 2018 and held it in 2 quarters. The position peaked at $24K in Q1 2019. 62 funds tracked by Wall St. Rank hold MCR as of Q2 2019.

WealthBridge Capital Management reported no remaining MFS Charter Income Trust position as of Q2 2019 after selling out during the quarter.
WealthBridge Capital Management sold 3,000 MFS Charter Income Trust shares in Q2 2019, an estimated $24K.
WealthBridge Capital Management first reported a position in MFS Charter Income Trust in Q4 2018 and held it in 2 quarters.
WealthBridge Capital Management's MFS Charter Income Trust position peaked at $24K in Q1 2019.
62 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.