Wolverine Asset Management’s MFS Charter Income Trust MCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-25,644
| Closed | -$155K | – | 1795 |
|
|
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 |
|
Wolverine Asset Management's MCR Position: Q2 2026 in Review
Wolverine Asset Management sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 25,644 shares — an estimated $155K sold.
Wolverine Asset Management first reported a position in MCR in Q2 2013 and held it in 25 quarters. The position peaked at $2.12M in Q4 2013. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.
- Wolverine Asset Management reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
- Wolverine Asset Management sold 25,644 MFS Charter Income Trust shares in Q2 2026, an estimated $155K.
- Wolverine Asset Management first reported a position in MFS Charter Income Trust in Q2 2013 and held it in 25 quarters.
- Wolverine Asset Management's MFS Charter Income Trust position peaked at $2.12M in Q4 2013.
- 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.
Based on Wolverine Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.