Bartlett & Co. Wealth Management »

MFS Charter Income Trust shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth Management investment in MFS Charter Income Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Charter Income Trust held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in MFS Charter Income Trust by Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $15k 2.2k 6.53
2023-09-30 $13k 2.2k 5.85

More positions owned by Bartlett & Co. Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
MasterCard Incorporated (MA)
JPMorgan Chase & Co. (JPM)
Procter & Gamble Company (PG)
Lowe's Companies (LOW)
Abbott Laboratories (ABT)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Pepsi (PEP)
TJX Companies (TJX)
Amgen (AMGN)
Vanguard S&P 500 ETF Ex Trd Eq Fd (VOO)

View all positions for Bartlett & Co. Wealth Management

Top funds holding MFS Charter Income Trust

Allspring Global Investments Holdings
Wells Fargo & Company
Shaker Financial Services
Bank of America Corporation
UBS Group
Commonwealth Equity Services
Stifel Financial
HighTower Advisors
Kestra Advisory Services
Stonebridge Financial Planning Group
Raymond James Financial Services Advisors
Landscape Capital Management
Cambridge Investment Research Advisors
Advisor Group Holdings
Fortitude Advisory Group

View all funds holding MFS Charter Income Trust