MFS Charter Income Trust shares owned by Creative Planning
Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in MFS Charter Income Trust
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Quarterly reported holdings in MFS Charter Income Trust by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $97k | 16k | 6.06 |
| 2023-06-30 | $71k | 11k | 6.31 |
| 2021-09-30 | $87k | 10k | 8.61 |
| 2021-06-30 | $88k | 10k | 8.71 |
| 2021-03-31 | $110k | 13k | 8.51 |
| 2020-12-31 | $116k | 13k | 8.80 |
| 2020-09-30 | $101k | 13k | 7.98 |
| 2020-06-30 | $82k | 10k | 7.93 |
| 2020-03-31 | $77k | 10k | 7.45 |
| 2019-12-31 | $87k | 10k | 8.41 |
| 2019-09-30 | $84k | 10k | 8.28 |
| 2019-06-30 | $83k | 10k | 8.19 |
| 2017-06-30 | $56k | 6.5k | 8.65 |
| 2017-03-31 | $56k | 6.5k | 8.65 |
| 2016-12-31 | $57k | 6.7k | 8.54 |
| 2016-09-30 | $56k | 6.5k | 8.65 |
| 2016-06-30 | $68k | 8.0k | 8.47 |
| 2016-03-31 | $34k | 4.2k | 8.18 |
| 2015-12-31 | $30k | 4.0k | 7.59 |
| 2015-09-30 | $31k | 4.0k | 7.84 |
| 2015-03-31 | $66k | 7.5k | 8.80 |
| 2014-12-31 | $27k | 2.9k | 9.31 |
| 2014-09-30 | $26k | 2.9k | 8.97 |
| 2014-06-30 | $27k | 2.9k | 9.31 |
| 2014-03-31 | $26k | 2.9k | 8.97 |
| 2013-12-31 | $26k | 2.9k | 8.97 |
| 2013-09-30 | $9.0k | 1.0k | 8.97 |
| 2013-06-30 | $5.0k | 500 | 10.00 |