MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 61 filers reported holding MFS CHARTER INCOME TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,828 | -13.6% | 51,253 | -6.8% | 0.00% | – |
| Q2 2023 | $347,100 | +22.8% | 55,008 | +22.4% | 0.00% | – |
| Q1 2023 | $282,693 | -12.7% | 44,943 | -14.6% | 0.00% | – |
| Q4 2022 | $323,751 | -51.3% | 52,642 | -52.9% | 0.00% | -100.0% |
| Q3 2022 | $665,000 | -4.0% | 111,691 | +1.5% | 0.00% | 0.0% |
| Q2 2022 | $693,000 | +9.7% | 110,068 | +27.9% | 0.00% | 0.0% |
| Q1 2022 | $632,000 | +58.8% | 86,057 | +84.1% | 0.00% | – |
| Q4 2021 | $398,000 | -6.6% | 46,740 | -5.5% | 0.00% | – |
| Q3 2021 | $426,000 | -4.9% | 49,484 | -3.5% | 0.00% | – |
| Q2 2021 | $448,000 | +2.1% | 51,258 | -0.4% | 0.00% | – |
| Q1 2021 | $439,000 | -4.6% | 51,447 | -1.9% | 0.00% | -100.0% |
| Q4 2020 | $460,000 | -10.2% | 52,421 | -18.0% | 0.00% | 0.0% |
| Q3 2020 | $512,000 | -30.5% | 63,907 | -31.1% | 0.00% | 0.0% |
| Q2 2020 | $737,000 | -10.3% | 92,704 | -16.6% | 0.00% | 0.0% |
| Q1 2020 | $822,000 | +42.0% | 111,097 | +61.5% | 0.00% | 0.0% |
| Q4 2019 | $579,000 | +3.2% | 68,789 | +1.9% | 0.00% | 0.0% |
| Q3 2019 | $561,000 | +4.1% | 67,505 | +2.0% | 0.00% | 0.0% |
| Q2 2019 | $539,000 | -5.4% | 66,173 | -8.3% | 0.00% | 0.0% |
| Q1 2019 | $570,000 | +9.2% | 72,135 | +1.4% | 0.00% | 0.0% |
| Q4 2018 | $522,000 | +16.0% | 71,161 | +22.6% | 0.00% | 0.0% |
| Q3 2018 | $450,000 | 0.0% | 58,044 | +2.2% | 0.00% | 0.0% |
| Q2 2018 | $450,000 | +15.7% | 56,772 | +18.5% | 0.00% | 0.0% |
| Q1 2018 | $389,000 | -19.1% | 47,902 | -15.6% | 0.00% | 0.0% |
| Q4 2017 | $481,000 | -59.2% | 56,744 | -58.3% | 0.00% | -50.0% |
| Q3 2017 | $1,179,000 | +26.5% | 136,039 | +26.1% | 0.00% | 0.0% |
| Q2 2017 | $932,000 | +15.6% | 107,884 | +15.2% | 0.00% | 0.0% |
| Q1 2017 | $806,000 | -29.3% | 93,622 | -30.0% | 0.00% | -33.3% |
| Q4 2016 | $1,140,000 | -9.0% | 133,812 | -7.8% | 0.00% | 0.0% |
| Q3 2016 | $1,253,000 | -26.8% | 145,069 | -28.2% | 0.00% | -40.0% |
| Q2 2016 | $1,712,000 | -2.3% | 202,111 | -6.3% | 0.01% | -16.7% |
| Q1 2016 | $1,753,000 | +98.1% | 215,664 | +85.7% | 0.01% | +100.0% |
| Q4 2015 | $885,000 | +21.6% | 116,147 | +23.6% | 0.00% | 0.0% |
| Q3 2015 | $728,000 | -41.4% | 93,961 | -35.9% | 0.00% | -40.0% |
| Q2 2015 | $1,242,000 | +43.6% | 146,674 | +49.2% | 0.01% | +25.0% |
| Q1 2015 | $865,000 | -5.0% | 98,308 | -0.9% | 0.00% | 0.0% |
| Q4 2014 | $911,000 | +24.1% | 99,162 | +19.8% | 0.00% | 0.0% |
| Q3 2014 | $734,000 | +4.0% | 82,801 | +8.4% | 0.00% | 0.0% |
| Q2 2014 | $706,000 | +26.1% | 76,408 | +24.7% | 0.00% | 0.0% |
| Q1 2014 | $560,000 | +87.9% | 61,289 | +86.3% | 0.00% | +100.0% |
| Q4 2013 | $298,000 | – | 32,897 | – | 0.00% | – |
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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% |