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MFS Charter Income Trust shares owned by Anderson Financial Strategies

Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by Anderson Financial Strategies from 13F filings

Historical chart of Anderson Financial Strategies investment in MFS Charter Income Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Charter Income Trust held by Anderson Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Charter Income Trust by Anderson Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-03-31 $212k 34k 6.27
2024-12-31 $216k 34k 6.38

More positions owned by Anderson Financial Strategies

Wisdomtree Tr Isdomtree Us Va (WTV)
American Centy Etf Tr S Quality Grow (QGRO)
Fidelity Covington Trust Nhanced Intl (FENI)
Ishares Tr Ore Intl Aggr (IAGG)
Flexshares Tr R Scd Us Bd (SKOR)
Spdr Series Trust Bg Conv Sec Etf (CWB)
Ab Active Etfs High Yield Etf (HYFI)
Victory Portfolios Ii Saa Msci Usa Sm (USVM)
Etfis Ser Tr I Irtus Infrcap (PFFA)
J P Morgan Exchange Traded F Ealty Income Et (JPRE)
First Tr Exchange-traded Ng Dur Oprtun (LGOV)
Invesco Exchange Traded Fd T &p Smlcp Moment (XSMO)
Spdr Index Shs Fds &p Em Mkt Div (EDIV)
Hartford Fds Exchange Traded Un Oportunite (HMOP)
Wisdomtree Tr Sdm Emktbd Fd (EMCB)

View all positions for Anderson Financial Strategies

Top funds holding MFS Charter Income Trust

Sit Investment Associates
Allspring Global Investments Holdings
Invesco
Pathstone Holdings
Shaker Financial Services
Riverbrige Partners
Commonwealth Equity Services
Stifel Financial
Wells Fargo & Company
LPL Financial
Cambridge Investment Research Advisors
Goss Wealth Management
UBS Group
Raymond James Financial
Kestra Advisory Services

View all funds holding MFS Charter Income Trust