MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 61 filers reported holding MFS CHARTER INCOME TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $26,693,000 | +1.1% | 3,033,271 | +5.6% | 3.03% | -1.1% |
| Q4 2014 | $26,409,000 | +16.8% | 2,873,618 | +12.7% | 3.07% | +10.1% |
| Q3 2014 | $22,601,000 | +9.5% | 2,550,897 | +14.2% | 2.79% | +7.3% |
| Q2 2014 | $20,635,000 | +7.4% | 2,233,261 | +6.1% | 2.60% | +1.2% |
| Q1 2014 | $19,222,000 | +3.3% | 2,105,317 | +2.4% | 2.56% | +0.1% |
| Q4 2013 | $18,599,000 | +19.8% | 2,055,178 | +18.4% | 2.56% | +5.9% |
| Q3 2013 | $15,529,000 | +221.8% | 1,735,132 | +232.6% | 2.42% | +216.3% |
| Q2 2013 | $4,826,000 | – | 521,692 | – | 0.76% | – |
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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% |