Shaker Financial Services, LLC Mfs Charter Income Trust Transaction History
Shaker Financial Services, LLC
- $247 Million
- Q1 2025
A detailed history of Shaker Financial Services, LLC transactions in Mfs Charter Income Trust stock. As of the latest transaction made, Shaker Financial Services, LLC holds 314,201 shares of MCR stock, worth $1.95 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
314,201
Previous 314,069
0.04%
Holding current value
$1.95 Million
Previous $2 Million
1.65%
% of portfolio
0.8%
Previous 0.8%
Shares
29 transactions
Others Institutions Holding MCR
# of Institutions
65Shares Held
16.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.94MShares$49.3 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN2.45MShares$15.2 Million0.36% of portfolio
-
Allspring Global Investments Holdings, LLC1.6MShares$9.92 Million0.02% of portfolio
-
Invesco Ltd. Atlanta, GA514KShares$3.19 Million0.0% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ426KShares$2.65 Million0.01% 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...