MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 64 filers reported holding MFS CHARTER INCOME TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $174,757 | -39.5% | 29,873 | -34.7% | 0.00% | -33.3% |
| Q2 2023 | $288,789 | +252.1% | 45,767 | +250.9% | 0.00% | +200.0% |
| Q1 2023 | $82,027 | +166.8% | 13,041 | +160.8% | 0.00% | – |
| Q4 2022 | $30,750 | -96.2% | 5,000 | -96.1% | 0.00% | -100.0% |
| Q2 2022 | $816,000 | +61.6% | 129,603 | +88.0% | 0.01% | +60.0% |
| Q1 2022 | $505,000 | +12525.0% | 68,929 | +13685.8% | 0.01% | – |
| Q3 2020 | $4,000 | -98.0% | 500 | -98.1% | 0.00% | -100.0% |
| Q1 2020 | $196,000 | +34.2% | 26,505 | +47.8% | 0.00% | +50.0% |
| Q2 2019 | $146,000 | -84.6% | 17,928 | -85.0% | 0.00% | -84.6% |
| Q1 2019 | $947,000 | -39.2% | 119,913 | -43.6% | 0.01% | -31.6% |
| Q4 2018 | $1,558,000 | +94.8% | 212,590 | +106.0% | 0.02% | +111.1% |
| Q3 2018 | $800,000 | +3709.5% | 103,206 | +3716.8% | 0.01% | – |
| Q2 2018 | $21,000 | -98.5% | 2,704 | -98.2% | 0.00% | -100.0% |
| Q4 2014 | $1,368,000 | +8.3% | 148,940 | +4.5% | 0.03% | +3.8% |
| Q3 2014 | $1,263,000 | -3.9% | 142,575 | +0.2% | 0.03% | -10.3% |
| Q2 2014 | $1,314,000 | -26.5% | 142,293 | -27.4% | 0.03% | -23.7% |
| Q1 2014 | $1,788,000 | -15.7% | 195,934 | -16.4% | 0.04% | -9.5% |
| Q4 2013 | $2,122,000 | +54.4% | 234,510 | +52.7% | 0.04% | +35.5% |
| Q3 2013 | $1,374,000 | +165.8% | 153,591 | +174.7% | 0.03% | +138.5% |
| Q2 2013 | $517,000 | – | 55,915 | – | 0.01% | – |
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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% |