WPA
MCR

West Paces Advisors’s MFS Charter Income Trust MCR Stock Holding History

West Paces Advisors’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
2023
Q1 		– Sell
-88
Closed -$541 – 572
2022
Q4 		$541 Buy
+88
New +$561 ﹤0.01% 500

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

West Paces Advisors's MCR Position: Q1 2023 in Review

West Paces Advisors sold out of MFS Charter Income Trust (MCR) in Q1 2023, closing a stake of 88 shares — an estimated $541 sold.

West Paces Advisors first reported a position in MCR in Q4 2022 and held it in 1 quarter. The position peaked at $541 in Q4 2022. 59 funds tracked by Wall St. Rank hold MCR as of Q1 2023.

  • West Paces Advisors reported no remaining MFS Charter Income Trust position as of Q1 2023 after selling out during the quarter.
  • West Paces Advisors sold 88 MFS Charter Income Trust shares in Q1 2023, an estimated $541.
  • West Paces Advisors first reported a position in MFS Charter Income Trust in Q4 2022 and held it in 1 quarter.
  • West Paces Advisors's MFS Charter Income Trust position peaked at $541 in Q4 2022.
  • 59 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2023.

Based on West Paces Advisors's 13F filing for Q1 2023, filed 18 Dec 2023.