MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 69 filers reported holding MFS CHARTER INCOME TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $73,000 | -5.2% | 10,000 | 0.0% | 0.02% | +11.8% |
| Q3 2018 | $77,000 | -2.5% | 10,000 | 0.0% | 0.02% | -5.6% |
| Q2 2018 | $79,000 | -2.5% | 10,000 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $81,000 | -3.6% | 10,000 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $84,000 | -2.3% | 10,000 | 0.0% | 0.02% | -9.5% |
| Q3 2017 | $86,000 | +1.2% | 10,000 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $85,000 | -1.2% | 10,000 | 0.0% | 0.02% | -4.5% |
| Q1 2017 | $86,000 | +1.2% | 10,000 | 0.0% | 0.02% | -4.3% |
| Q4 2016 | $85,000 | -1.2% | 10,000 | 0.0% | 0.02% | -4.2% |
| Q3 2016 | $86,000 | +2.4% | 10,000 | 0.0% | 0.02% | -4.0% |
| Q2 2016 | $84,000 | +3.7% | 10,000 | 0.0% | 0.02% | +4.2% |
| Q1 2016 | $81,000 | +6.6% | 10,000 | 0.0% | 0.02% | +9.1% |
| Q4 2015 | $76,000 | -78.7% | 10,000 | -78.3% | 0.02% | -77.6% |
| Q3 2015 | $356,000 | -14.2% | 46,000 | -6.1% | 0.10% | 0.0% |
| Q2 2015 | $415,000 | -3.7% | 49,000 | 0.0% | 0.10% | -3.9% |
| Q1 2015 | $431,000 | -4.2% | 49,000 | 0.0% | 0.10% | -4.7% |
| Q4 2014 | $450,000 | -19.5% | 49,000 | -22.2% | 0.11% | -18.9% |
| Q3 2014 | $559,000 | -4.0% | 63,000 | 0.0% | 0.13% | -3.6% |
| Q2 2014 | $582,000 | -0.7% | 63,000 | -1.9% | 0.14% | -2.8% |
| Q1 2014 | $586,000 | +0.9% | 64,200 | 0.0% | 0.14% | -7.2% |
| Q4 2013 | $581,000 | +1.2% | 64,200 | 0.0% | 0.15% | -5.6% |
| Q3 2013 | $574,000 | -3.2% | 64,200 | 0.0% | 0.16% | -5.8% |
| Q2 2013 | $593,000 | – | 64,200 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 117,973 | $702,000 | 0.35% |
| Stonebridge Financial Planning Group, LLC | 74,380 | $443,000 | 0.31% |
| Altus Wealth Group LLC | 32,530 | $280,000 | 0.28% |
| Fortitude Advisory Group L.L.C. | 46,261 | $275,000 | 0.26% |
| SIT INVESTMENT ASSOCIATES INC | 1,142,144 | $6,796,000 | 0.20% |
| 9258 Wealth Management, LLC | 62,283 | $371,000 | 0.10% |
| Valley Brook Capital Group, Inc. | 14,100 | $83,000 | 0.09% |
| L.M. KOHN & COMPANY | 22,106 | $132,000 | 0.06% |
| CoreCap Advisors, LLC | 115,710 | $688 | 0.06% |
| CENTAURUS FINANCIAL, INC. | 84,349 | $502,000 | 0.05% |