Wealthspire Advisors (Maryland)’s MFS Charter Income Trust MCR Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-629	Closed	-$5K	–	2519
2018 Q1	$5K	Sell	629 -716	-53%	-$5.91K	﹤0.01%	1813
2017 Q4	$11K	Sell	1,345 -732	-35%	-$6.25K	﹤0.01%	1552
2017 Q3	$18K	Sell	2,077 -518	-20%	-$4.47K	﹤0.01%	1331
2017 Q2	$22K	Buy	2,595 +36	+1%	+$312	﹤0.01%	1233
2017 Q1	$22K	Buy	2,559 +35	+1%	+$300	﹤0.01%	1050
2016 Q4	$22K	Buy	2,524 +35	+1%	+$294	﹤0.01%	992
2016 Q3	$22K	Buy	2,489 +34	+1%	+$293	﹤0.01%	1027
2016 Q2	$21K	Buy	2,455 +369	+18%	+$3.06K	﹤0.01%	983
2016 Q1	$17K	Buy	2,086 +379	+22%	+$2.96K	﹤0.01%	1018
2015 Q4	$13K	Buy	+1,707	New	+$13.6K	﹤0.01%	1116

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

SIA

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

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

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

Wealthspire Advisors (Maryland)'s MCR Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of MFS Charter Income Trust (MCR) in Q2 2018, closing a stake of 629 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in MCR in Q4 2015 and held it in 10 quarters. The position peaked at $22K in Q2 2017. 66 funds tracked by Wall St. Rank hold MCR as of Q2 2018.

Wealthspire Advisors (Maryland) reported no remaining MFS Charter Income Trust position as of Q2 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 629 MFS Charter Income Trust shares in Q2 2018, an estimated $5K.
Wealthspire Advisors (Maryland) first reported a position in MFS Charter Income Trust in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s MFS Charter Income Trust position peaked at $22K in Q2 2017.
66 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.