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MFS Charter Income Trust shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in MFS Charter Income Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Charter Income Trust held by Nelson, Van Denburg & Campbell Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Charter Income Trust by Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $16k 2.5k 6.57
2024-06-30 $1.5k 242 6.27
2024-03-31 $1.5k 242 6.34

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Vanguard S&p 500 Etf Etf (VOO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

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