A detailed history of Bartlett & Co. Wealth Management LLC transactions in Mfs Charter Income Trust stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 2,225 shares of MCR stock, worth $13,861. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,225
Previous 2,225 -0.0%
Holding current value
$13,861
Previous $14 Million 4.78%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Feb 13, 2024

SELL
$8.48 - $8.96 $4,876 - $5,152
-575 Reduced 20.54%
2,225 $19.4 Million
Q1 2020

Feb 13, 2024

BUY
$5.8 - $8.59 $12,905 - $19,112
2,225 Added 386.96%
2,800 $20.7 Million
Q1 2018

Feb 13, 2024

BUY
$8.04 - $8.54 $4,622 - $4,910
575 New
575 $4.67 Million

Others Institutions Holding MCR

About MFS CHARTER INCOME TRUST


  • Ticker MCR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • MFS Charter Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in the fixed income markets across the globe. It invests primarily in corporate bonds of U.S. or foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed, and ot...
More about MCR
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.