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MFS Charter Income Trust shares owned by Milestone Group

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

Historical chart of Milestone Group investment in MFS Charter Income Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in MFS Charter Income Trust by Milestone Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $546 87 6.28

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

Top funds holding MFS Charter Income Trust

Sit Investment Associates
Allspring Global Investments Holdings
Invesco
Shaker Financial Services
Pathstone Holdings
Wells Fargo & Company
Riverbrige Partners
Commonwealth Equity Services
Stifel Financial
Cambridge Investment Research Advisors
UBS Group
Goss Wealth Management
Raymond James Financial
Kestra Advisory Services
Ashton Thomas Securities

View all funds holding MFS Charter Income Trust