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MFS Charter Income Trust shares owned by CWM

Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by CWM from 13F filings

Historical chart of CWM investment in MFS Charter Income Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in MFS Charter Income Trust by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0k 974 6.16
2018-12-31 $45k 6.1k 7.35

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Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
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View all positions for CWM

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