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 Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $444 | +65.1% | 75,939 | +78.0% | 0.00% | +100.0% |
| Q2 2023 | $269 | -3.6% | 42,652 | -3.9% | 0.00% | 0.0% |
| Q1 2023 | $279 | +3.0% | 44,406 | +0.9% | 0.00% | 0.0% |
| Q4 2022 | $271 | -99.9% | 43,994 | +6.1% | 0.00% | 0.0% |
| Q3 2022 | $247,000 | -42.7% | 41,453 | -39.4% | 0.00% | -50.0% |
| Q2 2022 | $431,000 | +171.1% | 68,353 | +216.0% | 0.00% | +100.0% |
| Q1 2022 | $159,000 | -1.9% | 21,629 | +13.7% | 0.00% | 0.0% |
| Q4 2021 | $162,000 | +70.5% | 19,029 | +71.5% | 0.00% | – |
| Q3 2021 | $95,000 | -2.1% | 11,095 | +0.3% | 0.00% | – |
| Q2 2021 | $97,000 | +3.2% | 11,057 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $94,000 | -13.8% | 11,057 | -10.9% | 0.00% | 0.0% |
| Q4 2020 | $109,000 | +10.1% | 12,409 | +0.3% | 0.00% | 0.0% |
| Q3 2020 | $99,000 | -31.2% | 12,376 | -31.7% | 0.00% | 0.0% |
| Q2 2020 | $144,000 | -0.7% | 18,111 | -7.3% | 0.00% | 0.0% |
| Q1 2020 | $145,000 | -42.7% | 19,531 | -35.0% | 0.00% | -50.0% |
| Q4 2019 | $253,000 | -4.5% | 30,038 | -6.0% | 0.00% | 0.0% |
| Q3 2019 | $265,000 | -39.1% | 31,944 | -40.1% | 0.00% | -50.0% |
| Q2 2019 | $435,000 | -14.0% | 53,352 | -16.6% | 0.00% | -20.0% |
| Q1 2019 | $506,000 | -2.7% | 64,005 | -9.8% | 0.01% | -16.7% |
| Q4 2018 | $520,000 | +15.6% | 70,935 | +22.4% | 0.01% | +50.0% |
| Q3 2018 | $450,000 | -17.7% | 57,960 | -16.0% | 0.00% | -33.3% |
| Q2 2018 | $547,000 | +4.6% | 69,014 | +7.2% | 0.01% | 0.0% |
| Q1 2018 | $523,000 | -13.8% | 64,351 | -10.1% | 0.01% | -14.3% |
| Q4 2017 | $607,000 | -4.3% | 71,597 | -2.1% | 0.01% | -22.2% |
| Q3 2017 | $634,000 | +7.5% | 73,145 | +7.0% | 0.01% | 0.0% |
| Q2 2017 | $590,000 | +0.7% | 68,337 | +0.4% | 0.01% | -10.0% |
| Q1 2017 | $586,000 | +1.4% | 68,075 | +0.3% | 0.01% | -9.1% |
| Q4 2016 | $578,000 | +46.7% | 67,864 | +48.7% | 0.01% | +57.1% |
| Q3 2016 | $394,000 | +179.4% | 45,640 | +184.3% | 0.01% | +75.0% |
| Q1 2015 | $141,000 | -16.6% | 16,054 | -12.6% | 0.00% | -20.0% |
| Q4 2014 | $169,000 | -4.0% | 18,366 | -7.5% | 0.01% | 0.0% |
| Q3 2014 | $176,000 | -25.7% | 19,854 | -22.4% | 0.01% | -37.5% |
| Q2 2014 | $237,000 | +58.0% | 25,601 | +55.4% | 0.01% | +33.3% |
| Q1 2014 | $150,000 | +64.8% | 16,472 | +64.4% | 0.01% | +50.0% |
| Q4 2013 | $91,000 | -3.2% | 10,021 | -4.6% | 0.00% | 0.0% |
| Q3 2013 | $94,000 | -2.1% | 10,502 | +1.1% | 0.00% | -20.0% |
| Q2 2013 | $96,000 | – | 10,388 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonebridge Financial Planning Group, LLC | 74,493 | $458,131 | 0.30% |
| Fortitude Advisory Group L.L.C. | 47,538 | $292,362 | 0.25% |
| SIT INVESTMENT ASSOCIATES INC | 1,041,159 | $6,403 | 0.18% |
| Shaker Financial Services, LLC | 56,710 | $348,766 | 0.16% |
| Altus Wealth Group LLC | 30,990 | $190,589 | 0.14% |
| Valley Brook Capital Group, Inc. | 14,100 | $86,715 | 0.08% |
| L.M. KOHN & COMPANY | 22,215 | $136,620 | 0.06% |
| 9258 Wealth Management, LLC | 47,477 | $291,986 | 0.06% |
| CoreCap Advisors, LLC | 115,710 | $711,617 | 0.05% |
| CENTAURUS FINANCIAL, INC. | 79,737 | $490 | 0.05% |