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 Q3 2015. 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 ↓ |
|---|---|---|---|
| Stonebridge Financial Planning Group, LLC | 82,791 | $716,000 | 0.35% |
| Altus Wealth Group LLC | 32,530 | $280,000 | 0.28% |
| SIT INVESTMENT ASSOCIATES INC | 805,279 | $6,925,000 | 0.18% |
| 9258 Wealth Management, LLC | 69,747 | $600,000 | 0.16% |
| CENTAURUS FINANCIAL, INC. | 214,411 | $1,844,000 | 0.16% |
| Valley Brook Capital Group, Inc. | 17,700 | $152,000 | 0.15% |
| Shaker Financial Services, LLC | 30,648 | $264,000 | 0.11% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 115,579 | $994,000 | 0.07% |
| Waterfront Wealth Inc. | 14,131 | $122,000 | 0.06% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 28,755 | $247,000 | 0.04% |