Consolidated Portfolio Review Corp MGF MFS GOVT MKTS INCOME TR

Ownership history in Consolidated Portfolio Review Corp  ·  11 quarters on record

AI Ownership Summary

Consolidated Portfolio Review Corp reported MFS GOVT MKTS INCOME TR (MGF) in 11 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.28% in 2024 Q1. The latest visible filing shows MGF at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MGF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Consolidated Portfolio Review Corp's position in MFS GOVT MKTS INCOME TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MGF was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Consolidated Portfolio Review Corp held MGF — position size vs. price
% of Fund (quarterly)    MGF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 395,551 -8,270 -2.0% 0.16% $1.2M 2025-11-12 $2.94
2025 Q2 ADDED 403,821 +27,768 +7.4% 0.17% $1.3M 2025-07-18 $2.85
2025 Q1 ADDED 376,053 +29,505 +8.5% 0.19% $1.2M 2025-04-23 $2.82
2024 Q4 ADDED 346,548 +18,179 +5.5% 0.17% $1.1M 2025-01-27 $2.78
2024 Q3 ADDED 328,369 +28,592 +9.5% 0.24% $1.1M 2024-10-24 $2.81
2024 Q2 REDUCED 8.6% +9.8% 299,777 -28,142 -8.6% 0.21% $920K 2024-08-01 $2.74
2024 Q1 ADDED 327,919 +12,041 +3.8% 0.28% $1.0M 2024-04-30 $2.63
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Consolidated Portfolio Review Corp and MGF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Consolidated Portfolio Review Corp reported owning MGF?

Consolidated Portfolio Review Corp reported MGF across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported MGF position in Consolidated Portfolio Review Corp's portfolio?

The largest reported portfolio weight for MGF was 0.28% in 2024 Q1.

What is the latest reported MGF position on this page?

The most recent filing on this page is 2025 Q3, when Consolidated Portfolio Review Corp reported 395,551 shares, equal to 0.16% of portfolio, with an estimated market value of $1.2M.

What does the chart on this MGF ownership page compare?

The chart compares Consolidated Portfolio Review Corp's quarterly MGF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Consolidated Portfolio Review Corp time their MGF position?

Based on 13F filing dates vs. subsequent MGF price moves, Consolidated Portfolio Review Corp correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on MGF relative to SPY over the holding period was -15.1%.

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