MFS Charter Income Trust shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in MFS Charter Income Trust
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Quarterly reported holdings in MFS Charter Income Trust by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $131k | 20k | 6.42 |
| 2025-06-30 | $210k | 33k | 6.36 |
| 2025-03-31 | $267k | 43k | 6.27 |
| 2024-12-31 | $266k | 42k | 6.38 |
| 2024-09-30 | $267k | 41k | 6.57 |
| 2024-06-30 | $240k | 38k | 6.27 |
| 2024-03-31 | $117k | 19k | 6.34 |
| 2023-12-31 | $119k | 19k | 6.46 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors