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 | $3,148,000 | +15.0% | 425,372 | +30.9% | 1.68% | +71.8% |
| Q4 2019 | $2,737,000 | +101.1% | 325,072 | +98.5% | 0.98% | +94.8% |
| Q3 2019 | $1,361,000 | +4940.7% | 163,787 | +5257.8% | 0.50% | +4083.3% |
| Q3 2017 | $27,000 | +3.8% | 3,057 | 0.0% | 0.01% | +9.1% |
| Q2 2017 | $26,000 | -57.4% | 3,057 | -56.7% | 0.01% | -59.3% |
| Q1 2017 | $61,000 | +74.3% | 7,057 | +73.9% | 0.03% | +68.8% |
| Q4 2016 | $35,000 | -18.6% | 4,057 | -18.9% | 0.02% | -30.4% |
| Q3 2016 | $43,000 | +2.4% | 5,000 | 0.0% | 0.02% | +4.5% |
| Q2 2016 | $42,000 | – | 5,000 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonebridge Financial Planning Group, LLC | 82,791 | $716,000 | 0.35% |
| Altus Wealth Group LLC | 32,530 | $280,000 | 0.28% |
| SIT INVESTMENT ASSOCIATES INC | 805,279 | $6,925,000 | 0.18% |
| 9258 Wealth Management, LLC | 69,747 | $600,000 | 0.16% |
| CENTAURUS FINANCIAL, INC. | 214,411 | $1,844,000 | 0.16% |
| Valley Brook Capital Group, Inc. | 17,700 | $152,000 | 0.15% |
| Shaker Financial Services, LLC | 30,648 | $264,000 | 0.11% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 115,579 | $994,000 | 0.07% |
| Waterfront Wealth Inc. | 14,131 | $122,000 | 0.06% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 28,755 | $247,000 | 0.04% |