Concurrent Investment Advisors, LLC Mfs Charter Income Trust Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
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 33,086 shares of MCR stock, worth $209,434. This represents 0.0% of its overall portfolio holdings.
Number of Shares
33,086
Previous 42,634
22.4%
Holding current value
$209,434
Previous $267 Million
21.28%
% of portfolio
0.0%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding MCR
# of Institutions
64Shares Held
16.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY8.11MShares$51.3 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN2.82MShares$17.8 Million0.38% of portfolio
-
Allspring Global Investments Holdings, LLC1.28MShares$8.07 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA518KShares$3.28 Million0.0% of portfolio
-
Granite Shares Advisors LLC481KShares$3.04 Million1.96% of portfolio
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...