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MFS Charter Income Trust shares owned by Brian McDonald

Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in MFS Charter Income Trust

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All positions including MFS Charter Income Trust held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Charter Income Trust by Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-03-31 $55k 8.6k 6.34
2023-09-30 $53k 9.1k 5.85

More positions owned by Brian McDonald

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Lilly Eli & Co Common (LLY)
Ishares Tr Tr-s&p 500 Index Common (IVV)
Nvidia Corp Common (NVDA)
Amazon Common (AMZN)
Spdr S&p 500 Etf Trust Common (SPY)
Jpmorgan Chase & Co Common (JPM)
Home Depot Common (HD)
Alphabet Inc Cl A Common (GOOGL)
Facebook Common (META)
Ishares Tr Russell 1000 Growth Common (IWF)
Ishares Tr 1000 Etf Common (IWB)
Alphabet Inc Cl C Common (GOOG)
Visa Inc Cl A Common (V)

View all positions for Brian McDonald

Top funds holding MFS Charter Income Trust

Morgan Stanley
Sit Investment Associates
Allspring Global Investments Holdings
Shaker Financial Services
Wells Fargo & Company
Bank of America Corporation
LPL Financial
UBS Group
Commonwealth Equity Services
Stifel Financial
HighTower Advisors
Goss Wealth Management
Kestra Advisory Services
Peapack Gladstone Financial Corp
Stonebridge Financial Planning Group

View all funds holding MFS Charter Income Trust