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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

Tip: Access up to 7 years of quarterly data

All positions including MFS Charter Income Trust held by Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
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

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View all positions for Concurrent Investment Advisors

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