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Dynamic Advisor Solutions LLC

SEC CIK
0001599747
Latest filing
Jul 7, 2026

MCR holding history

MFS Charter Income Trust in every 13F filed by Dynamic Advisor Solutions LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCR overviewAll 13F holders of MCRFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of MCR by Dynamic Advisor Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−15,449−100.0%Sold outHolders
Q3 202315,449$90.4K<0.1%−1,561−9.2%ReducedHolders
Q2 202317,010$107.3K<0.1%−3,752−18.1%ReducedHolders
Q1 202320,762$130.6K<0.1%−6,752−24.5%ReducedHolders
Q4 202227,514$169.2K<0.1%+278+1.0%AddedHolders
Q3 202227,236$162.0K<0.1%+839+3.2%AddedHolders
Q2 202226,397$166.0K<0.1%−2,484−8.6%ReducedHolders
Q1 202228,881$212.0K<0.1%−597−2.0%ReducedHolders
Q4 202129,478$251.0K<0.1%−1,541−5.0%ReducedHolders
Q3 202131,019$267.0K<0.1%+1,952+6.7%AddedHolders
Q2 202129,067$254.0K<0.1%−14,689−33.6%ReducedHolders
Q1 202143,756$374.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.