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MFS Municipal Income Trust shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of MFS Municipal Income Trust (MFM) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in MFS Municipal Income Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Municipal Income Trust held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Municipal Income Trust by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $161k 30k 5.35
2024-09-30 $181k 32k 5.72
2024-06-30 $84k 15k 5.46
2024-03-31 $69k 13k 5.37

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Apple Stock (AAPL)

View all positions for Blue Bell Private Wealth Management

Top funds holding MFS Municipal Income Trust

Bank of America Corporation
Pathstone Holdings
UBS Group
Hennion & Walsh Asset Management
Advisors Asset Management
Anderson Financial Strategies
Saba Capital Management
Guggenheim Capital, LLC Managers
Janney Montgomery Scott
Envestnet Asset Management
Thomas J. Herzfeld Advisors
Logan Stone Capital
Van Eck Associates Corp.
MacKay Shields
Private Advisor

View all funds holding MFS Municipal Income Trust