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MCR
MFS Charter Income Trust
MCR
MCR
Delisted
MCR was delisted on the 18th of June, 2026.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 51 |
PCM
51
Penserra Capital Management
Orinda,
California
| $6K | -$6.15K | -712 | -50% |
|
| 52 |
BC
52
Bartlett & Co
Cincinnati,
Ohio
| $5K | – | – | – |
|
| 53 |
NSIM
53
North Star Investment Management
Chicago,
Illinois
| $5K | – | – | – |
|
| 54 |
AA
54
AlphaMark Advisors
Ft. Wright,
Kentucky
| $3K | – | – | – |
|
| 55 |
PFSC
55
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $3K | – | – | – |
|
| 56 |
MPWT
56
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $2.38K | – | – | – |
|
| 57 |
PWM
57
Perigon Wealth Management
San Francisco,
California
| $1K | +$1.24K | +143 | New |
|
| 58 |
DA
58
Doliver Advisors
Houston,
Texas
| – | -$411K | -47,587 | Closed |
|
| 59 |
59
Goldman Sachs
New York
| – | -$122K | -14,072 | Closed |
|
| 60 |
60
Creative Planning
Overland Park,
Kansas
| – | -$56K | -6,475 | Closed |
|
| 61 |
61
SEI Investments
Oaks,
Pennsylvania
| – | -$4K | -500 | Closed |
|