MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 65 filers reported holding MFS CHARTER INCOME TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $4,467,000 | -57.8% | 603,621 | -52.0% | 0.27% | -51.7% |
| Q4 2019 | $10,593,000 | -18.7% | 1,258,102 | -19.8% | 0.56% | -21.7% |
| Q3 2019 | $13,030,000 | +0.5% | 1,567,959 | -1.4% | 0.71% | +1.1% |
| Q2 2019 | $12,963,000 | +9.9% | 1,590,559 | +6.5% | 0.70% | +8.2% |
| Q1 2019 | $11,798,000 | +15.4% | 1,493,359 | +7.0% | 0.65% | +4.5% |
| Q4 2018 | $10,227,000 | +26.8% | 1,395,223 | +34.2% | 0.62% | +33.3% |
| Q3 2018 | $8,066,000 | -4.4% | 1,039,423 | -2.3% | 0.46% | -5.3% |
| Q2 2018 | $8,437,000 | -8.4% | 1,063,901 | -6.2% | 0.49% | -3.9% |
| Q1 2018 | $9,210,000 | -4.5% | 1,134,201 | -0.2% | 0.51% | -4.8% |
| Q4 2017 | $9,640,000 | -4.2% | 1,136,801 | -2.1% | 0.54% | -6.3% |
| Q3 2017 | $10,064,000 | -8.8% | 1,160,770 | -9.1% | 0.57% | -13.1% |
| Q2 2017 | $11,037,000 | -3.5% | 1,277,454 | -3.9% | 0.66% | -7.7% |
| Q1 2017 | $11,442,000 | +1.4% | 1,328,922 | +0.4% | 0.71% | -6.5% |
| Q4 2016 | $11,279,000 | -6.0% | 1,323,822 | -4.7% | 0.76% | -0.3% |
| Q3 2016 | $11,999,000 | -2.4% | 1,388,822 | -4.3% | 0.77% | -8.7% |
| Q2 2016 | $12,289,000 | +3.6% | 1,450,840 | -0.6% | 0.84% | +9.1% |
| Q1 2016 | $11,863,000 | +49.7% | 1,459,120 | +40.3% | 0.77% | +48.5% |
| Q4 2015 | $7,923,000 | +48.8% | 1,039,768 | +51.3% | 0.52% | +45.1% |
| Q3 2015 | $5,325,000 | -4.6% | 687,118 | +4.3% | 0.36% | -1.1% |
| Q2 2015 | $5,580,000 | +0.8% | 658,775 | +4.8% | 0.36% | -1.6% |
| Q1 2015 | $5,533,000 | -4.2% | 628,775 | 0.0% | 0.37% | -10.0% |
| Q4 2014 | $5,778,000 | +5.4% | 628,775 | +1.6% | 0.41% | +6.8% |
| Q3 2014 | $5,484,000 | +1.7% | 618,975 | +6.1% | 0.38% | +2.4% |
| Q2 2014 | $5,391,000 | +29.6% | 583,441 | +28.0% | 0.37% | +15.8% |
| Q1 2014 | $4,161,000 | +11.4% | 455,762 | +10.4% | 0.32% | +2.5% |
| Q4 2013 | $3,735,000 | +83.1% | 412,762 | +81.1% | 0.31% | +41.4% |
| Q3 2013 | $2,040,000 | +1039.7% | 227,881 | +1080.7% | 0.22% | +825.0% |
| Q2 2013 | $179,000 | – | 19,300 | – | 0.02% | – |
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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% |