A detailed history of Concurrent Investment Advisors, LLC transactions in Mfs Charter Income Trust stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 40,671 shares of MCR stock, worth $254,600. This represents 0.01% of its overall portfolio holdings.

Number of Shares
40,671
Previous 38,347 6.06%
Holding current value
$254,600
Previous $240 Million 11.13%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$6.28 - $6.57 $14,594 - $15,268
2,324 Added 6.06%
40,671 $267 Million
Q2 2024

Jul 30, 2024

BUY
$6.04 - $6.34 $119,960 - $125,918
19,861 Added 107.44%
38,347 $240 Million
Q4 2023

Apr 15, 2024

BUY
$5.66 - $6.57 $104,630 - $121,453
18,486 New
18,486 $119 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
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