MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 60 filers reported holding MFS CHARTER INCOME TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,814,000 | +1627.6% | 245,185 | +1751.9% | 0.10% | +1257.1% |
| Q2 2018 | $105,000 | -87.1% | 13,240 | -86.8% | 0.01% | -84.4% |
| Q1 2018 | $813,000 | -24.2% | 100,092 | -20.9% | 0.04% | -46.4% |
| Q4 2017 | $1,073,000 | +168.9% | 126,486 | +175.0% | 0.08% | +110.0% |
| Q3 2017 | $399,000 | -50.8% | 46,000 | -51.0% | 0.04% | -45.9% |
| Q2 2017 | $811,000 | -86.0% | 93,815 | -86.1% | 0.07% | -85.7% |
| Q1 2017 | $5,803,000 | -52.0% | 673,976 | -52.5% | 0.52% | -57.8% |
| Q4 2016 | $12,090,000 | -52.4% | 1,418,970 | -51.7% | 1.23% | -50.4% |
| Q3 2016 | $25,386,000 | -5.0% | 2,938,201 | -6.9% | 2.48% | +3.8% |
| Q2 2016 | $26,725,000 | +59.0% | 3,155,231 | +52.6% | 2.39% | +45.9% |
| Q1 2016 | $16,807,000 | +102.4% | 2,067,309 | +89.8% | 1.64% | +107.1% |
| Q4 2015 | $8,302,000 | +25.7% | 1,089,442 | +27.9% | 0.79% | +53.0% |
| Q3 2015 | $6,602,000 | -7.6% | 851,902 | +1.0% | 0.52% | -27.7% |
| Q2 2015 | $7,143,000 | -29.3% | 843,374 | -26.5% | 0.72% | -32.2% |
| Q1 2015 | $10,102,000 | -33.9% | 1,148,001 | -31.0% | 1.06% | -13.9% |
| Q4 2014 | $15,285,000 | -33.1% | 1,663,266 | -35.5% | 1.23% | -5.2% |
| Q3 2014 | $22,861,000 | +11.9% | 2,580,198 | +16.7% | 1.29% | +20.8% |
| Q2 2014 | $20,433,000 | +19.5% | 2,211,381 | +18.1% | 1.07% | +11.1% |
| Q1 2014 | $17,094,000 | +110.9% | 1,872,288 | +109.0% | 0.96% | +104.5% |
| Q4 2013 | $8,107,000 | +1423.9% | 895,814 | +1408.1% | 0.47% | +970.5% |
| Q3 2013 | $532,000 | – | 59,399 | – | 0.04% | – |
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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% |