Stonebridge Financial Planning Group, LLC Mfs Charter Income Trust Transaction History
Stonebridge Financial Planning Group, LLC
- $181 Million
- Q1 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Mfs Charter Income Trust stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 71,522 shares of MCR stock, worth $454,164. This represents 0.25% of its overall portfolio holdings.
Number of Shares
71,522
Previous 71,391
0.18%
Holding current value
$454,164
Previous $461,000
1.74%
% of portfolio
0.25%
Previous 0.27%
Shares
18 transactions
Others Institutions Holding MCR
# of Institutions
68Shares Held
14.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY8.12MShares$51.6 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN1.47MShares$9.35 Million0.21% of portfolio
-
Allspring Global Investments Holdings, LLC1.16MShares$7.38 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA482KShares$3.06 Million0.0% of portfolio
-
Shaker Financial Services, LLC476KShares$3.03 Million1.18% 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...