MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 65 filers reported holding MFS CHARTER INCOME TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $334,000 | +2.5% | 39,547 | +0.7% | 0.00% | 0.0% |
| Q3 2019 | $326,000 | -14.9% | 39,283 | -16.2% | 0.00% | -33.3% |
| Q2 2019 | $383,000 | +10.4% | 46,900 | +7.0% | 0.00% | 0.0% |
| Q1 2019 | $347,000 | -37.1% | 43,842 | -41.0% | 0.00% | -40.0% |
| Q4 2018 | $552,000 | +143.2% | 74,330 | +153.1% | 0.01% | +150.0% |
| Q3 2018 | $227,000 | +6.1% | 29,373 | +11.8% | 0.00% | 0.0% |
| Q2 2018 | $214,000 | 0.0% | 26,281 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $214,000 | +76.9% | 26,281 | +83.3% | 0.00% | +100.0% |
| Q4 2017 | $121,000 | -2.4% | 14,339 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $124,000 | -10.1% | 14,339 | -10.6% | 0.00% | -50.0% |
| Q2 2017 | $138,000 | +30.2% | 16,048 | +29.7% | 0.00% | +100.0% |
| Q1 2017 | $106,000 | -7.8% | 12,370 | -8.4% | 0.00% | -50.0% |
| Q4 2016 | $115,000 | +7.5% | 13,508 | +9.3% | 0.00% | 0.0% |
| Q3 2016 | $107,000 | +23.0% | 12,358 | +20.5% | 0.00% | +100.0% |
| Q2 2016 | $87,000 | +19.2% | 10,258 | +13.2% | 0.00% | 0.0% |
| Q1 2016 | $73,000 | +4.3% | 9,058 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $70,000 | -1.4% | 9,058 | -0.0% | 0.00% | 0.0% |
| Q3 2015 | $71,000 | -7.8% | 9,061 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $77,000 | -8.3% | 9,061 | -5.2% | 0.00% | -50.0% |
| Q1 2015 | $84,000 | -3.4% | 9,561 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $87,000 | +480.0% | 9,561 | +462.7% | 0.00% | – |
| Q3 2014 | $15,000 | 0.0% | 1,699 | 0.0% | 0.00% | – |
| Q2 2014 | $15,000 | -89.9% | 1,699 | -89.6% | 0.00% | -100.0% |
| Q1 2014 | $149,000 | +15.5% | 16,376 | +14.4% | 0.00% | 0.0% |
| Q4 2013 | $129,000 | +1190.0% | 14,319 | +1094.2% | 0.00% | – |
| Q3 2013 | $10,000 | -16.7% | 1,199 | 0.0% | 0.00% | – |
| Q2 2013 | $12,000 | – | 1,199 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 218,571 | $1,278,641 | 0.60% |
| Stonebridge Financial Planning Group, LLC | 73,864 | $432,107 | 0.28% |
| Fortitude Advisory Group L.L.C. | 56,437 | $330,154 | 0.22% |
| SIT INVESTMENT ASSOCIATES INC | 1,236,068 | $7,231 | 0.20% |
| Altus Wealth Group LLC | 30,413 | $177,914 | 0.11% |
| Valley Brook Capital Group, Inc. | 14,100 | $82,485 | 0.08% |
| L.M. KOHN & COMPANY | 24,574 | $143,757 | 0.05% |
| 9258 Wealth Management, LLC | 41,182 | $240,913 | 0.05% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 27,876 | $163,075 | 0.02% |
| SignalPoint Asset Management, LLC | 11,061 | $64,708 | 0.02% |