Shaker Financial Services, LLC Mfs Charter Income Trust Transaction History
Shaker Financial Services, LLC
- $244 Million
- Q2 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 413,834 shares of MCR stock, worth $2.72 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
413,834
Previous 476,421
13.14%
Holding current value
$2.72 Million
Previous $3.02 Million
14.11%
% of portfolio
1.06%
Previous 1.18%
Shares
26 transactions
Others Institutions Holding MCR
# of Institutions
65Shares Held
14.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY8.09MShares$53.1 Million0.0% of portfolio
-
Allspring Global Investments Holdings, LLC1.65MShares$10.8 Million0.02% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN1.45MShares$9.56 Million0.21% of portfolio
-
Invesco Ltd. Atlanta, GA478KShares$3.14 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC281KShares$1.85 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...