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 2021 | $94,000 | -1.1% | 10,900 | 0.0% | 0.03% | +3.7% |
| Q2 2021 | $95,000 | +2.2% | 10,900 | 0.0% | 0.03% | -6.9% |
| Q1 2021 | $93,000 | -3.1% | 10,900 | 0.0% | 0.03% | -12.1% |
| Q4 2020 | $96,000 | +10.3% | 10,900 | 0.0% | 0.03% | -15.4% |
| Q3 2020 | $87,000 | 0.0% | 10,900 | 0.0% | 0.04% | -4.9% |
| Q2 2020 | $87,000 | +7.4% | 10,900 | 0.0% | 0.04% | -14.6% |
| Q1 2020 | $81,000 | -12.0% | 10,900 | 0.0% | 0.05% | +29.7% |
| Q4 2019 | $92,000 | +1.1% | 10,900 | 0.0% | 0.04% | -9.8% |
| Q3 2019 | $91,000 | +2.2% | 10,900 | 0.0% | 0.04% | +2.5% |
| Q2 2019 | $89,000 | +3.5% | 10,900 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $86,000 | +7.5% | 10,900 | 0.0% | 0.04% | -2.4% |
| Q4 2018 | $80,000 | -5.9% | 10,900 | 0.0% | 0.04% | +7.9% |
| Q3 2018 | $85,000 | -1.2% | 10,900 | 0.0% | 0.04% | -5.0% |
| Q2 2018 | $86,000 | -3.4% | 10,900 | 0.0% | 0.04% | -9.1% |
| Q1 2018 | $89,000 | -3.3% | 10,900 | 0.0% | 0.04% | +2.3% |
| Q4 2017 | $92,000 | -3.2% | 10,900 | 0.0% | 0.04% | -2.3% |
| Q3 2017 | $95,000 | +1.1% | 10,900 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $94,000 | 0.0% | 10,900 | 0.0% | 0.04% | -8.3% |
| Q1 2017 | $94,000 | +1.1% | 10,900 | 0.0% | 0.05% | 0.0% |
| Q4 2016 | $93,000 | -1.1% | 10,900 | 0.0% | 0.05% | -2.0% |
| Q3 2016 | $94,000 | +2.2% | 10,900 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $92,000 | +3.4% | 10,900 | 0.0% | 0.05% | +2.1% |
| Q1 2016 | $89,000 | +7.2% | 10,900 | 0.0% | 0.05% | +11.6% |
| Q4 2015 | $83,000 | -1.2% | 10,900 | 0.0% | 0.04% | -6.5% |
| Q3 2015 | $84,000 | -8.7% | 10,900 | 0.0% | 0.05% | -2.1% |
| Q2 2015 | $92,000 | -4.2% | 10,900 | 0.0% | 0.05% | -2.1% |
| Q1 2015 | $96,000 | -4.0% | 10,900 | 0.0% | 0.05% | +4.3% |
| Q4 2014 | $100,000 | +3.1% | 10,900 | 0.0% | 0.05% | -2.1% |
| Q3 2014 | $97,000 | -4.0% | 10,900 | 0.0% | 0.05% | +6.8% |
| Q2 2014 | $101,000 | +1.0% | 10,900 | 0.0% | 0.04% | 0.0% |
| Q1 2014 | $100,000 | +1.0% | 10,900 | 0.0% | 0.04% | +2.3% |
| Q4 2013 | $99,000 | +1.0% | 10,900 | 0.0% | 0.04% | -6.5% |
| Q3 2013 | $98,000 | -3.0% | 10,900 | 0.0% | 0.05% | -9.8% |
| Q2 2013 | $101,000 | – | 10,900 | – | 0.05% | – |
Download | ||||||
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% |