MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 63 filers reported holding MFS CHARTER INCOME TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $345,000 | -1.1% | 43,048 | -1.9% | 0.00% | -33.3% |
| Q2 2020 | $349,000 | -0.6% | 43,901 | -7.6% | 0.00% | -25.0% |
| Q1 2020 | $351,000 | -15.2% | 47,510 | -3.3% | 0.00% | +33.3% |
| Q4 2019 | $414,000 | +0.7% | 49,129 | -0.8% | 0.00% | 0.0% |
| Q3 2019 | $411,000 | -5.9% | 49,501 | -7.8% | 0.00% | -25.0% |
| Q2 2019 | $437,000 | +17.8% | 53,679 | +14.2% | 0.00% | +33.3% |
| Q1 2019 | $371,000 | +82.8% | 47,017 | +69.8% | 0.00% | +50.0% |
| Q4 2018 | $203,000 | +116.0% | 27,682 | +150.4% | 0.00% | – |
| Q4 2016 | $94,000 | -55.7% | 11,054 | -55.0% | 0.00% | -100.0% |
| Q3 2016 | $212,000 | -26.4% | 24,542 | -28.0% | 0.00% | 0.0% |
| Q2 2016 | $288,000 | -29.6% | 34,077 | -32.3% | 0.00% | 0.0% |
| Q1 2016 | $409,000 | +0.2% | 50,342 | -6.0% | 0.00% | 0.0% |
| Q4 2015 | $408,000 | -19.4% | 53,533 | -17.9% | 0.00% | -50.0% |
| Q3 2015 | $506,000 | -47.9% | 65,170 | -43.2% | 0.00% | 0.0% |
| Q2 2015 | $972,000 | -23.5% | 114,748 | -20.6% | 0.00% | -33.3% |
| Q1 2015 | $1,271,000 | -15.4% | 144,499 | -11.6% | 0.00% | -25.0% |
| Q4 2014 | $1,502,000 | -3.0% | 163,462 | -6.4% | 0.00% | 0.0% |
| Q3 2014 | $1,549,000 | -27.7% | 174,656 | -24.7% | 0.00% | -20.0% |
| Q2 2014 | $2,143,000 | -11.8% | 232,042 | -12.8% | 0.01% | -28.6% |
| Q1 2014 | $2,431,000 | -18.6% | 266,177 | -19.3% | 0.01% | -22.2% |
| Q4 2013 | $2,986,000 | -28.4% | 329,915 | -29.2% | 0.01% | -40.0% |
| Q3 2013 | $4,168,000 | -29.0% | 465,715 | -26.6% | 0.02% | -40.0% |
| Q2 2013 | $5,868,000 | – | 634,458 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 218,571 | $1,278,641 | 0.60% |
| Stonebridge Financial Planning Group, LLC | 73,864 | $432,107 | 0.28% |
| Fortitude Advisory Group L.L.C. | 56,437 | $330,154 | 0.22% |
| SIT INVESTMENT ASSOCIATES INC | 1,236,068 | $7,231 | 0.20% |
| Altus Wealth Group LLC | 30,413 | $177,914 | 0.11% |
| Valley Brook Capital Group, Inc. | 14,100 | $82,485 | 0.08% |
| L.M. KOHN & COMPANY | 24,574 | $143,757 | 0.05% |
| 9258 Wealth Management, LLC | 41,182 | $240,913 | 0.05% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 27,876 | $163,075 | 0.02% |
| SignalPoint Asset Management, LLC | 11,061 | $64,708 | 0.02% |