Shaker Financial Services, LLC Mfs Charter Income Trust Transaction History
Shaker Financial Services, LLC
- $261 Million
- Q3 2024
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 448,297 shares of MCR stock, worth $2.76 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
448,297
Previous 413,834
8.33%
Holding current value
$2.76 Million
Previous $2.59 Million
13.53%
% of portfolio
1.13%
Previous 1.06%
Shares
27 transactions
Others Institutions Holding MCR
# of Institutions
59Shares Held
15.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY8.13MShares$50.1 Million0.0% of portfolio
-
Allspring Global Investments Holdings, LLC1.65MShares$10.2 Million0.02% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN1.59MShares$9.8 Million0.23% of portfolio
-
Invesco Ltd. Atlanta, GA514KShares$3.17 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC281KShares$1.73 Million0.0% 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...