A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Mfs Charter Income Trust stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 65,507 shares of MCR stock, worth $415,314. This represents 0.0% of its overall portfolio holdings.

Number of Shares
65,507
Previous 81,114 19.24%
Holding current value
$415,314
Previous $524,000 20.8%
% of portfolio
0.0%
Previous 0.0%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

SELL
$6.23 - $6.5 $97,231 - $101,445
-15,607 Reduced 19.24%
65,507 $415,000
Q4 2023

Feb 09, 2024

BUY
$5.66 - $6.57 $29,290 - $33,999
5,175 Added 6.81%
81,114 $524,000
Q3 2023

Oct 24, 2023

BUY
$5.85 - $6.32 $194,728 - $210,373
33,287 Added 78.04%
75,939 $444,000
Q2 2023

Jul 13, 2023

SELL
$6.01 - $6.35 $10,541 - $11,137
-1,754 Reduced 3.95%
42,652 $269,000
Q1 2023

May 11, 2023

BUY
$6.15 - $6.86 $2,533 - $2,826
412 Added 0.94%
44,406 $279,000
Q4 2022

Feb 08, 2023

BUY
$5.83 - $6.9 $14,814 - $17,532
2,541 Added 6.13%
43,994 $271,000
Q3 2022

Oct 17, 2022

SELL
$5.92 - $6.96 $159,248 - $187,224
-26,900 Reduced 39.35%
41,453 $0
Q2 2022

Jul 13, 2022

BUY
$6.15 - $7.52 $287,352 - $351,364
46,724 Added 216.02%
68,353 $430,000
Q1 2022

May 12, 2022

BUY
$6.96 - $8.53 $18,096 - $22,178
2,600 Added 13.66%
21,629 $158,000
Q4 2021

Feb 03, 2022

BUY
$8.34 - $8.72 $66,169 - $69,184
7,934 Added 71.51%
19,029 $162,000
Q3 2021

Nov 02, 2021

BUY
$8.48 - $8.84 $322 - $335
38 Added 0.34%
11,095 $95,000
Q1 2021

May 07, 2021

SELL
$8.45 - $9.03 $11,424 - $12,208
-1,352 Reduced 10.9%
11,057 $94,000
Q4 2020

Feb 04, 2021

BUY
$8.03 - $8.77 $264 - $289
33 Added 0.27%
12,409 $108,000
Q3 2020

Oct 29, 2020

SELL
$8.01 - $8.74 $45,937 - $50,123
-5,735 Reduced 31.67%
12,376 $99,000
Q2 2020

Jul 27, 2020

SELL
$7.16 - $8.47 $10,167 - $12,027
-1,420 Reduced 7.27%
18,111 $143,000
Q1 2020

May 08, 2020

SELL
$5.8 - $8.59 $60,940 - $90,255
-10,507 Reduced 34.98%
19,531 $144,000
Q4 2019

Feb 04, 2020

SELL
$8.24 - $8.43 $15,705 - $16,067
-1,906 Reduced 5.97%
30,038 $252,000
Q3 2019

Nov 06, 2019

SELL
$8.08 - $8.4 $172,976 - $179,827
-21,408 Reduced 40.13%
31,944 $265,000
Q2 2019

Aug 15, 2019

SELL
$7.82 - $8.15 $83,306 - $86,821
-10,653 Reduced 16.64%
53,352 $0
Q1 2019

May 08, 2019

SELL
$7.42 - $7.9 $51,420 - $54,747
-6,930 Reduced 9.77%
64,005 $0
Q4 2018

Feb 05, 2019

BUY
$7.06 - $7.84 $91,603 - $101,724
12,975 Added 22.39%
70,935 $519,000
Q3 2018

Nov 02, 2018

SELL
$7.75 - $7.98 $85,668 - $88,210
-11,054 Reduced 16.02%
57,960 $0
Q2 2018

Aug 10, 2018

BUY
$7.86 - $8.21 $36,651 - $38,283
4,663 Added 7.25%
69,014 $0
Q1 2018

May 09, 2018

SELL
$8.04 - $8.54 $58,257 - $61,880
-7,246 Reduced 10.12%
64,351 $0
Q4 2017

Feb 22, 2018

SELL
$8.35 - $8.7 $12,925 - $13,467
-1,548 Reduced 2.12%
71,597 $0
Q3 2017

Nov 07, 2017

BUY
$8.5 - $8.73 $40,868 - $41,973
4,808 Added 7.04%
73,145 $634,000
Q2 2017

Aug 08, 2017

BUY
N/A
68,337
68,337 $590,000

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
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