MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 60 filers reported holding MFS CHARTER INCOME TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $20,000 | +900.0% | 2,250 | +718.2% | 0.00% | – |
| Q1 2020 | $2,000 | 0.0% | 275 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 275 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 275 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | -99.9% | 275 | 0.0% | 0.00% | – |
| Q1 2019 | $2,173,000 | +7.8% | 275 | 0.0% | 0.00% | – |
| Q4 2018 | $2,016,000 | -5.5% | 275 | 0.0% | 0.00% | – |
| Q3 2018 | $2,134,000 | -2.2% | 275 | 0.0% | 0.00% | – |
| Q2 2018 | $2,181,000 | -2.3% | 275 | 0.0% | 0.00% | – |
| Q1 2018 | $2,233,000 | -4.2% | 275 | 0.0% | 0.00% | – |
| Q4 2017 | $2,332,000 | -2.2% | 275 | 0.0% | 0.00% | – |
| Q3 2017 | $2,384,000 | +0.3% | 275 | 0.0% | 0.00% | – |
| Q2 2017 | $2,376,000 | +0.3% | 275 | 0.0% | 0.00% | – |
| Q1 2017 | $2,368,000 | – | 275 | – | 0.00% | – |
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% |