MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 57 filers reported holding MFS CHARTER INCOME TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $158,000 | -36.8% | 21,550 | -33.2% | 0.16% | -16.5% |
| Q3 2018 | $250,000 | -3.8% | 32,250 | -1.5% | 0.19% | -4.6% |
| Q2 2018 | $260,000 | -10.0% | 32,750 | -8.1% | 0.20% | -13.6% |
| Q1 2018 | $289,000 | -17.2% | 35,650 | -13.4% | 0.23% | -16.2% |
| Q4 2017 | $349,000 | -10.7% | 41,150 | -8.9% | 0.27% | -10.5% |
| Q3 2017 | $391,000 | -12.1% | 45,150 | -12.4% | 0.30% | -13.4% |
| Q2 2017 | $445,000 | -2.2% | 51,550 | -2.5% | 0.35% | -2.2% |
| Q1 2017 | $455,000 | -0.4% | 52,850 | -1.5% | 0.36% | -5.3% |
| Q4 2016 | $457,000 | -5.0% | 53,650 | -3.6% | 0.38% | +4.4% |
| Q3 2016 | $481,000 | +0.2% | 55,650 | -1.8% | 0.36% | -7.2% |
| Q2 2016 | $480,000 | +4.1% | 56,650 | 0.0% | 0.39% | -3.2% |
| Q1 2016 | $461,000 | -1.9% | 56,650 | -8.1% | 0.40% | +1.5% |
| Q4 2015 | $470,000 | -9.3% | 61,650 | -7.8% | 0.40% | -5.7% |
| Q3 2015 | $518,000 | -9.1% | 66,850 | -0.7% | 0.42% | +5.2% |
| Q2 2015 | $570,000 | -3.9% | 67,350 | 0.0% | 0.40% | +2.8% |
| Q1 2015 | $593,000 | -4.2% | 67,350 | 0.0% | 0.39% | -6.2% |
| Q4 2014 | $619,000 | -48.3% | 67,350 | -50.2% | 0.42% | -0.2% |
| Q3 2014 | $1,198,000 | +89.6% | 135,300 | +98.0% | 0.42% | +5.6% |
| Q2 2014 | $632,000 | +13.9% | 68,350 | +12.5% | 0.40% | +2.3% |
| Q1 2014 | $555,000 | -1.4% | 60,750 | -2.3% | 0.39% | -1.0% |
| Q4 2013 | $563,000 | -2.1% | 62,200 | -3.3% | 0.39% | -5.6% |
| Q3 2013 | $575,000 | -3.4% | 64,300 | 0.0% | 0.41% | -10.0% |
| Q2 2013 | $595,000 | – | 64,300 | – | 0.46% | – |
Download | ||||||
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% |