Wolverine Asset Management’s MFS Charter Income Trust MCR Stock Holding History

Wolverine Asset 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
2026 Q1	$155K	Buy	25,644 +9,626	+60%	+$59.6K	﹤0.01%	1121
2025 Q4	$100K	Buy	+16,018	New	+$101K	﹤0.01%	1187
2024 Q4	–	Sell	-130,143	Closed	-$855K	–	1732
2024 Q3	$855K	Buy	130,143 +112,769	+649%	+$720K	0.01%	744
2024 Q2	$109K	Sell	17,374 -8,625	-33%	-$53.8K	﹤0.01%	1083
2024 Q1	$165K	Buy	+25,999	New	+$165K	﹤0.01%	987
2023 Q4	–	Sell	-29,873	Closed	-$175K	–	1911
2023 Q3	$175K	Sell	29,873 -15,894	-35%	-$97.2K	﹤0.01%	1063
2023 Q2	$289K	Buy	45,767 +32,726	+251%	+$203K	﹤0.01%	942
2023 Q1	$82K	Buy	13,041 +8,041	+161%	+$52.2K	﹤0.01%	1146
2022 Q4	$30.8K	Buy	+5,000	New	+$31.9K	﹤0.01%	1458
2022 Q3	–	Sell	-129,603	Closed	-$816K	–	2451
2022 Q2	$816K	Buy	129,603 +60,674	+88%	+$404K	0.01%	852
2022 Q1	$505K	Buy	+68,929	New	+$528K	﹤0.01%	961
2020 Q4	–	Sell	-500	Closed	-$4K	–	1784
2020 Q3	$4K	Buy	+500	New	+$4.19K	﹤0.01%	1498
2020 Q2	–	Sell	-26,505	Closed	-$196K	–	1680
2020 Q1	$196K	Buy	+26,505	New	+$213K	﹤0.01%	896
2019 Q3	–	Sell	-17,928	Closed	-$146K	–	1529
2019 Q2	$146K	Sell	17,928 -101,985	-85%	-$811K	﹤0.01%	1085
2019 Q1	$947K	Sell	119,913 -92,677	-44%	-$715K	0.01%	676
2018 Q4	$1.56M	Buy	212,590 +109,384	+106%	+$812K	0.02%	638
2018 Q3	$800K	Buy	103,206 +100,502	+3,717%	+$788K	0.01%	887
2018 Q2	$21K	Buy	+2,704	New	+$21.6K	﹤0.01%	1301
2015 Q1	–	Sell	-148,940	Closed	-$1.37M	–	2050
2014 Q4	$1.37M	Buy	148,940 +6,365	+4%	+$56K	0.03%	381
2014 Q3	$1.26M	Buy	142,575 +282	+0.2%	+$2.56K	0.03%	409
2014 Q2	$1.31M	Sell	142,293 -53,641	-27%	-$494K	0.03%	347
2014 Q1	$1.79M	Sell	195,934 -38,576	-16%	-$350K	0.04%	305
2013 Q4	$2.12M	Buy	234,510 +80,919	+53%	+$725K	0.04%	321
2013 Q3	$1.37M	Buy	153,591 +97,676	+175%	+$865K	0.03%	439
2013 Q2	$517K	Buy	+55,915	New	+$557K	0.01%	718

Other funds holding MCR

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Wolverine Asset Management's MCR Position: Q1 2026 in Review

Wolverine Asset Management increased its MFS Charter Income Trust (MCR) stake by 60% in Q1 2026, buying an estimated $59.6K and bringing the position to 25,644 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Wolverine Asset Management first reported a position in MCR in Q2 2013 and has held it in 25 quarters since. The position peaked at $2.12M in Q4 2013. 66 funds tracked by Wall St. Rank hold MCR as of Q1 2026.

Wolverine Asset Management held 25,644 shares of MFS Charter Income Trust worth $155K as of Q1 2026.
Wolverine Asset Management bought 9,626 MFS Charter Income Trust shares in Q1 2026, an estimated $59.6K.
MFS Charter Income Trust made up ﹤0.01% of Wolverine Asset Management's portfolio in Q1 2026, its #1121 holding.
Wolverine Asset Management first reported a position in MFS Charter Income Trust in Q2 2013 and has held it in 25 quarters since.
Wolverine Asset Management's MFS Charter Income Trust position peaked at $2.12M in Q4 2013.
66 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.