MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

61 hedge funds and large institutions have $89M invested in MFS Charter Income Trust in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$25.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.1M
3
CF
3
Centaurus Financial
California
$1.68M
4
PMFA
4
Plante Moran Financial Advisors
Michigan
$203K
5
SW
5
SVB Wealth
Massachusetts
$190K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.45M
2
BlackRock
2
BlackRock
New York
$0
3
Invesco
3
Invesco
Georgia
$4.08M
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$244K
5
RJA
5
Raymond James & Associates
Florida
$512K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
SeaCrest Wealth Management
New York
$225K -$25.5K -3,184 -10%
PMFA
27
Plante Moran Financial Advisors
Michigan
$203K +$203K +25,400 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$193K +$15.9K +1,982 +9%
SW
29
SVB Wealth
Massachusetts
$190K +$190K +23,725 New
MOS
30
MGO One Seven
Ohio
$180K +$3.52K +440 +2%
PAS
31
Park Avenue Securities
New York
$158K -$19.2K -2,395 -11%
IAIM
32
International Assets Investment Management
Florida
$143K – – –
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$127K +$43.1K +5,402 +51%
PWPS
34
Pinnacle Wealth Planning Services
Ohio
$115K -$4.28K -532 -4%
WS
35
Wedbush Securities
California
$113K +$9.54K +1,195 +9%
Creative Planning
36
Creative Planning
Kansas
$101K +$18.5K +2,323 +22%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$99K -$45.9K -5,735 -32%
PTC
38
Philadelphia Trust Company
Pennsylvania
$96K – – –
WA
39
Waverly Advisors
Alabama
$90K – – –
RPA
40
Rock Point Advisors
Vermont
$87K – – –
AAS
41
Avantax Advisory Services
Texas
$86K +$86K +10,767 New
HNB
42
Huntington National Bank
Ohio
$67K -$66K – –
Citigroup
43
Citigroup
New York
$63K -$2.83K -352 -4%
APWA
44
Atlas Private Wealth Advisors
New Jersey
$48K – – –
GI
45
Gradient Investments
Minnesota
$35K – – –
GC
46
Grace Capital
Massachusetts
$24K – – –
BCWM
47
Bartlett & Co Wealth Management
Ohio
$22.4K – – –
BC
48
Bartlett & Co
Ohio
$22K – – –
First Manhattan
49
First Manhattan
New York
$19K +$391 +50 +2%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$18K – – –
1
2
3