MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 64 filers reported holding MFS CHARTER INCOME TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $250,000 | -26.3% | 28,524 | -32.5% | 0.00% | 0.0% |
| Q3 2020 | $339,000 | +0.9% | 42,281 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $336,000 | +37.7% | 42,281 | +28.1% | 0.00% | 0.0% |
| Q1 2020 | $244,000 | -7.6% | 32,995 | +5.3% | 0.00% | 0.0% |
| Q4 2019 | $264,000 | +1.5% | 31,346 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $260,000 | -5.5% | 31,346 | -7.1% | 0.00% | 0.0% |
| Q2 2019 | $275,000 | +8.3% | 33,749 | +5.1% | 0.00% | 0.0% |
| Q1 2019 | $254,000 | -4.2% | 32,119 | -11.2% | 0.00% | 0.0% |
| Q4 2018 | $265,000 | -6.0% | 36,164 | -0.5% | 0.00% | 0.0% |
| Q3 2018 | $282,000 | +15.1% | 36,347 | +17.6% | 0.00% | 0.0% |
| Q2 2018 | $245,000 | +7.0% | 30,917 | +9.4% | 0.00% | 0.0% |
| Q1 2018 | $229,000 | +12.3% | 28,258 | +17.3% | 0.00% | 0.0% |
| Q4 2017 | $204,000 | -3.3% | 24,093 | -0.8% | 0.00% | 0.0% |
| Q3 2017 | $211,000 | +0.5% | 24,289 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $210,000 | -0.9% | 24,289 | -1.3% | 0.00% | 0.0% |
| Q1 2017 | $212,000 | -79.5% | 24,621 | -79.7% | 0.00% | -83.3% |
| Q4 2016 | $1,032,000 | +375.6% | 121,078 | +382.9% | 0.01% | +500.0% |
| Q3 2016 | $217,000 | +75.0% | 25,075 | +71.3% | 0.00% | 0.0% |
| Q2 2016 | $124,000 | – | 14,635 | – | 0.00% | – |
Download | ||||||
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% |