MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 63 filers reported holding MFS CHARTER INCOME TR in Q4 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 ↓ |
|---|---|---|---|
| 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% |