North Star Investment Management Corp. - MFS CHARTER INCOME TR ownership

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
North Star Investment Management Corp. ownership history of MFS CHARTER INCOME TR
ValueSharesWeighting
Q4 2022$3,382
+12.7%
5500.0%0.00%
Q3 2022$3,0000.0%5500.0%0.00%
Q2 2022$3,000
-25.0%
5500.0%0.00%
Q1 2022$4,000
-20.0%
5500.0%0.00%
Q4 2021$5,0000.0%5500.0%0.00%
Q3 2021$5,0000.0%5500.0%0.00%
Q2 2021$5,0000.0%5500.0%0.00%
Q1 2021$5,0000.0%5500.0%0.00%
-100.0%
Q4 2020$5,000
+25.0%
5500.0%0.00%
Q3 2020$4,0000.0%5500.0%0.00%
-100.0%
Q2 2020$4,0000.0%5500.0%0.00%0.0%
Q1 2020$4,000
-20.0%
5500.0%0.00%0.0%
Q4 2019$5,0000.0%5500.0%0.00%0.0%
Q3 2019$5,000
+25.0%
5500.0%0.00%
Q1 2019$4,0000.0%5500.0%0.00%
-100.0%
Q4 2018$4,0000.0%5500.0%0.00%
Q3 2018$4,0000.0%5500.0%0.00%
Q2 2018$4,0000.0%5500.0%0.00%
Q1 2018$4,000
-20.0%
5500.0%0.00%
-100.0%
Q4 2017$5,0000.0%5500.0%0.00%0.0%
Q3 2017$5,0000.0%5500.0%0.00%0.0%
Q2 2017$5,0000.0%5500.0%0.00%0.0%
Q1 2017$5,0000.0%5500.0%0.00%0.0%
Q4 2016$5,0000.0%5500.0%0.00%0.0%
Q3 2016$5,0000.0%5500.0%0.00%0.0%
Q2 2016$5,000
+25.0%
5500.0%0.00%0.0%
Q1 2016$4,0000.0%5500.0%0.00%0.0%
Q4 2015$4,0000.0%5500.0%0.00%0.0%
Q3 2015$4,000
-20.0%
5500.0%0.00%0.0%
Q2 2015$5,0000.0%5500.0%0.00%0.0%
Q1 2015$5,0000.0%5500.0%0.00%0.0%
Q4 2014$5,0000.0%5500.0%0.00%0.0%
Q3 2014$5,0000.0%5500.0%0.00%0.0%
Q2 2014$5,000
-44.4%
550
-45.0%
0.00%
-50.0%
Q1 2014$9,0001,0000.00%
Other shareholders
MFS CHARTER INCOME TR shareholders Q3 2015
NameSharesValueWeighting ↓
Relative Value Partners Group, LLC 2,309,796$18,756,0002.08%
Kelman-Lazarov, Inc. 359,229$2,917,0001.57%
Point View Wealth Management, Inc. 146,546$1,190,0000.57%
1607 Capital Partners, LLC 1,134,201$9,210,0000.51%
RIVERNORTH CAPITAL MANAGEMENT, LLC 743,051$6,034,0000.45%
SIT INVESTMENT ASSOCIATES INC 1,160,449$9,423,0000.23%
Benchmark Capital Advisors 35,650$289,0000.23%
Gilman Hill Asset Management, LLC 55,200$448,0000.20%
Kovitz Investment Group Partners, LLC 433,234$3,518,0000.17%
Pinnacle Wealth Planning Services, Inc. 15,920$129,0000.13%
View complete list of MFS CHARTER INCOME TR shareholders