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MFS Charter Income Trust shares owned by Cambridge Investment Research Advisors

Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by Cambridge Investment Research Advisors from 13F filings

Historical chart of Cambridge Investment Research Advisors investment in MFS Charter Income Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Charter Income Trust held by Cambridge Investment Research Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Charter Income Trust by Cambridge Investment Research Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $435k 66k 6.56
2024-06-30 $411k 66k 6.27
2024-03-31 $415k 66k 6.34
2023-12-31 $524k 81k 6.46
2023-09-30 $444k 76k 5.85
2023-06-30 $269k 43k 6.31
2023-03-31 $279k 44k 6.28
2022-12-31 $271k 44k 6.16
2022-09-30 $247k 42k 5.96
2022-06-30 $431k 68k 6.31
2022-03-31 $159k 22k 7.35
2021-12-31 $162k 19k 8.51
2021-09-30 $95k 11k 8.56
2021-06-30 $97k 11k 8.77
2021-03-31 $94k 11k 8.50
2020-12-31 $109k 12k 8.78
2020-09-30 $99k 12k 8.00
2020-06-30 $144k 18k 7.95
2020-03-31 $145k 20k 7.42
2019-12-31 $253k 30k 8.42
2019-09-30 $435k 53k 8.15
2019-06-30 $435k 53k 8.15
2019-03-31 $506k 64k 7.91
2018-12-31 $520k 71k 7.33
2018-09-30 $450k 58k 7.76
2018-06-30 $547k 69k 7.93
2018-03-31 $523k 64k 8.13
2017-12-31 $607k 72k 8.48
2017-09-30 $634k 73k 8.67
2017-06-30 $590k 68k 8.63
2017-03-31 $586k 68k 8.61
2016-12-31 $578k 68k 8.52
2016-09-30 $394k 46k 8.63
2015-03-31 $141k 16k 8.78
2014-12-31 $169k 18k 9.20
2014-09-30 $176k 20k 8.86
2014-06-30 $237k 26k 9.26
2014-03-31 $150k 17k 9.11
2013-12-31 $91k 10k 9.08
2013-09-30 $94k 11k 8.95
2013-06-30 $96k 10k 9.24

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Top funds holding MFS Charter Income Trust

Morgan Stanley
Allspring Global Investments Holdings
Invesco
Shaker Financial Services
Bank of America Corporation
Pathstone Holdings
Stifel Financial
Wells Fargo & Company
LPL Financial
Wolverine Asset Management
Goss Wealth Management
Landscape Capital Management
Commonwealth Equity Services
HighTower Advisors
Kestra Advisory Services

View all funds holding MFS Charter Income Trust