WFG Advisors’s MFS Charter Income Trust MCR Stock Holding History

WFG 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
2017 Q2	$25K	Hold	2,942	–	–	0.01%	887
2017 Q1	$25K	Hold	2,942	–	–	0.01%	833
2016 Q4	$25K	Hold	2,942	–	–	0.01%	883
2016 Q3	$25K	Sell	2,942 -600	-17%	-$5.17K	0.01%	893
2016 Q2	$30K	Sell	3,542 -421	-11%	-$3.49K	0.01%	829
2016 Q1	$32K	Sell	3,963 -313	-7%	-$2.44K	0.01%	778
2015 Q4	$33K	Sell	4,276 -337	-7%	-$2.69K	0.01%	767
2015 Q3	$36K	Buy	4,613 +66	+1%	+$546	0.01%	738
2015 Q2	$39K	Buy	4,547 +55	+1%	+$487	0.01%	800
2015 Q1	$40K	Buy	4,492 +40	+0.9%	+$353	0.01%	787
2014 Q4	$41K	Buy	4,452 +206	+5%	+$1.81K	0.01%	955
2014 Q3	$38K	Buy	4,246 +927	+28%	+$8.41K	0.01%	1018
2014 Q2	$31K	Buy	3,319 +42	+1%	+$386	0.01%	1094
2014 Q1	$30K	Buy	3,277 +41	+1%	+$372	0.01%	1095
2013 Q4	$29K	Buy	3,236 +40	+1%	+$358	﹤0.01%	1190
2013 Q3	$29K	Sell	3,196 -5,315	-62%	-$47K	﹤0.01%	1117
2013 Q2	$79K	Buy	+8,511	New	+$84.8K	0.01%	742

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

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

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

KLI

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

WFG Advisors's MCR Position: Q2 2017 in Review

WFG Advisors held its MFS Charter Income Trust (MCR) position steady in Q2 2017 at 2,942 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #887.

WFG Advisors first reported a position in MCR in Q2 2013 and has held it in 17 quarters since. The position peaked at $79K in Q2 2013. 58 funds tracked by Wall St. Rank hold MCR as of Q2 2017.

WFG Advisors held 2,942 shares of MFS Charter Income Trust worth $25K as of Q2 2017.
WFG Advisors left its MFS Charter Income Trust share count unchanged in Q2 2017.
MFS Charter Income Trust made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #887 holding.
WFG Advisors first reported a position in MFS Charter Income Trust in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's MFS Charter Income Trust position peaked at $79K in Q2 2013.
58 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.