MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 62 filers reported holding MFS CHARTER INCOME TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $69,000 | -1.4% | 8,092 | +0.5% | 0.00% | 0.0% |
Q3 2016 | $70,000 | 0.0% | 8,048 | -1.9% | 0.00% | -33.3% |
Q2 2016 | $70,000 | +29.6% | 8,206 | +23.1% | 0.00% | +50.0% |
Q1 2016 | $54,000 | +14.9% | 6,664 | +8.9% | 0.00% | 0.0% |
Q4 2015 | $47,000 | +62.1% | 6,122 | +61.8% | 0.00% | 0.0% |
Q3 2015 | $29,000 | -9.4% | 3,784 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $32,000 | +100.0% | 3,784 | +112.1% | 0.00% | +100.0% |
Q1 2015 | $16,000 | 0.0% | 1,784 | 0.0% | 0.00% | -50.0% |
Q4 2014 | $16,000 | 0.0% | 1,784 | +0.8% | 0.00% | 0.0% |
Q3 2014 | $16,000 | -46.7% | 1,769 | -45.5% | 0.00% | -50.0% |
Q2 2014 | $30,000 | -48.3% | 3,246 | -49.6% | 0.00% | 0.0% |
Q1 2014 | $58,000 | +100.0% | 6,446 | +101.4% | 0.00% | 0.0% |
Q4 2013 | $29,000 | +3.6% | 3,201 | +0.7% | 0.00% | -20.0% |
Q3 2013 | $28,000 | -63.2% | 3,179 | -61.5% | 0.01% | -66.7% |
Q2 2013 | $76,000 | – | 8,256 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Relative Value Partners Group, LLC | 2,309,796 | $18,756,000 | 2.08% |
Kelman-Lazarov, Inc. | 359,229 | $2,917,000 | 1.57% |
Point View Wealth Management, Inc. | 146,546 | $1,190,000 | 0.57% |
1607 Capital Partners, LLC | 1,134,201 | $9,210,000 | 0.51% |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 743,051 | $6,034,000 | 0.45% |
SIT INVESTMENT ASSOCIATES INC | 1,160,449 | $9,423,000 | 0.23% |
Benchmark Capital Advisors | 35,650 | $289,000 | 0.23% |
Gilman Hill Asset Management, LLC | 55,200 | $448,000 | 0.20% |
Kovitz Investment Group Partners, LLC | 433,234 | $3,518,000 | 0.17% |
Pinnacle Wealth Planning Services, Inc. | 15,920 | $129,000 | 0.13% |