WPG Advisers’s MFS Charter Income Trust MCR Stock Holding History

WPG Advisers’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 Q2	–	Sell	-2,289	Closed	-$13.9K	–	1574
2026 Q1	$13.9K	Buy	2,289 +180	+9%	+$1.11K	0.01%	575
2025 Q4	$13.2K	Sell	2,109 -15	-0.7%	-$95	0.01%	622
2025 Q3	$13.6K	Hold	2,124	–	–	0.01%	609
2025 Q2	$13.5K	Sell	2,124 -459	-18%	-$2.85K	0.01%	582
2025 Q1	$16.2K	Buy	2,583 +192	+8%	+$1.22K	0.02%	517
2024 Q4	$15.3K	Buy	+2,391	New	+$15.2K	0.01%	523

WPG Advisers's MCR Position: Q2 2026 in Review

WPG Advisers sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 2,289 shares — an estimated $13.9K sold.

WPG Advisers first reported a position in MCR in Q4 2024 and held it in 6 quarters. The position peaked at $16.2K in Q1 2025. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

WPG Advisers reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
WPG Advisers sold 2,289 MFS Charter Income Trust shares in Q2 2026, an estimated $13.9K.
WPG Advisers first reported a position in MFS Charter Income Trust in Q4 2024 and held it in 6 quarters.
WPG Advisers's MFS Charter Income Trust position peaked at $16.2K in Q1 2025.
0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.