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MFS Charter Income Trust shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in MFS Charter Income Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in MFS Charter Income Trust by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 226k 6.57
2024-06-30 $127k 20k 6.27
2024-03-31 $90k 14k 6.34

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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