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 Q2 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 ↓ |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 3,071,170 | $24,416,000 | 0.77% |
| Stonebridge Financial Planning Group, LLC | 90,437 | $731,000 | 0.62% |
| Point View Wealth Management, Inc. | 101,107 | $804,000 | 0.39% |
| 9258 Wealth Management, LLC | 99,768 | $793,000 | 0.32% |
| Shaker Financial Services, LLC | 64,470 | $513,000 | 0.28% |
| CENTAURUS FINANCIAL, INC. | 167,732 | $1,333,000 | 0.20% |
| Leisure Capital Management | 15,000 | $119,000 | 0.10% |
| Dynamic Advisor Solutions LLC | 64,339 | $511,000 | 0.07% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 108,135 | $860,000 | 0.06% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 74,703 | $594,000 | 0.06% |