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MFS Charter Income Trust shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $155k 24k 6.57
2024-06-30 $148k 24k 6.27
2024-03-31 $158k 25k 6.34
2022-06-30 $31k 4.9k 6.30
2016-03-31 $4.0k 452 8.85

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View all positions for Captrust Financial 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