MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 70 filers reported holding MFS CHARTER INCOME TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $792,000 | -20.6% | 103,990 | -19.1% | 0.12% | -20.5% |
| Q3 2015 | $997,000 | -8.4% | 128,590 | 0.0% | 0.15% | -48.5% |
| Q2 2015 | $1,089,000 | -3.8% | 128,590 | 0.0% | 0.29% | -5.8% |
| Q1 2015 | $1,132,000 | -4.2% | 128,590 | 0.0% | 0.31% | -7.2% |
| Q4 2014 | $1,182,000 | +84.7% | 128,590 | +78.1% | 0.34% | +103.0% |
| Q3 2014 | $640,000 | -4.0% | 72,200 | 0.0% | 0.16% | -4.6% |
| Q2 2014 | $667,000 | – | 72,200 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relative Value Partners Group, LLC | 2,309,796 | $18,756,000 | 2.08% |
| Kelman-Lazarov, Inc. | 359,229 | $2,917,000 | 1.57% |
| Point View Wealth Management, Inc. | 146,546 | $1,190,000 | 0.57% |
| 1607 Capital Partners, LLC | 1,134,201 | $9,210,000 | 0.51% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 743,051 | $6,034,000 | 0.45% |
| SIT INVESTMENT ASSOCIATES INC | 1,160,449 | $9,423,000 | 0.23% |
| Benchmark Capital Advisors | 35,650 | $289,000 | 0.23% |
| Gilman Hill Asset Management, LLC | 55,200 | $448,000 | 0.20% |
| Kovitz Investment Group Partners, LLC | 433,234 | $3,518,000 | 0.17% |
| Pinnacle Wealth Planning Services, Inc. | 15,920 | $129,000 | 0.13% |