MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 56 filers reported holding MFS CHARTER INCOME TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $869,000 | +66.5% | 118,556 | +76.2% | 0.02% | +69.2% |
| Q3 2018 | $522,000 | -20.7% | 67,280 | -18.9% | 0.01% | -18.8% |
| Q2 2018 | $658,000 | +532.7% | 82,938 | +590.3% | 0.02% | +433.3% |
| Q3 2017 | $104,000 | -75.4% | 12,015 | -75.4% | 0.00% | -75.0% |
| Q2 2017 | $422,000 | +46.0% | 48,812 | +46.0% | 0.01% | -25.0% |
| Q3 2016 | $289,000 | +186.1% | 33,431 | +180.3% | 0.02% | +220.0% |
| Q2 2016 | $101,000 | – | 11,926 | – | 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% |