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Mfs Ser Tr I value fd cl i shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Mfs Ser Tr I value fd cl i (MEIIX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Mfs Ser Tr I value fd cl i

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All positions including Mfs Ser Tr I value fd cl i held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mfs Ser Tr I value fd cl i by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $125k 2.3k 54.07
2024-06-30 $115k 2.3k 49.93
2024-03-31 $118k 2.3k 51.48
2023-12-31 $108k 2.3k 47.33
2023-09-30 $99k 2.1k 46.50
2023-06-30 $102k 2.1k 48.14
2023-03-31 $98k 2.1k 46.45
2022-12-31 $100k 2.1k 47.60
2022-09-30 $88k 2.0k 44.47

More positions owned by Coston, McIsaac & Partners

Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Berkshire Hathaway Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Williams Sonoma Common Stock (WSM)
Walmart Common Stock (WMT)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Procter & Gamble Common Stock (PG)
The Coca-cola Common Stock (KO)
Mcdonalds Corp Common Stock (MCD)
Ingredion Common Stock (INGR)
Southern Common Stock (SO)
Pepsico Common Stock (PEP)

View all positions for Coston, McIsaac & Partners

Top funds holding Mfs Ser Tr I value fd cl i

First Merchants Bank, National Association
RiverFront Investment Group
Fulton Bank, NA
Coston, McIsaac & Partners
Financial Gravity Wealth
Bull Oak Capital
Tucker Asset Management

View all funds holding Mfs Ser Tr I value fd cl i