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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,278,641 | +93.0% | 218,571 | +108.2% | 0.60% | +106.2% |
| Q2 2023 | $662,494 | +407.9% | 104,991 | +406.3% | 0.29% | +407.0% |
| Q1 2023 | $130,430 | -62.6% | 20,736 | -63.4% | 0.06% | -65.0% |
| Q4 2022 | $348,766 | -50.3% | 56,710 | -51.9% | 0.16% | -53.0% |
| Q3 2022 | $702,000 | -2.2% | 117,973 | +3.5% | 0.35% | -0.6% |
| Q2 2022 | $718,000 | +32.7% | 113,949 | +54.6% | 0.35% | +71.1% |
| Q1 2022 | $541,000 | +343.4% | 73,722 | +415.5% | 0.20% | +374.4% |
| Q4 2021 | $122,000 | -53.8% | 14,300 | -53.3% | 0.04% | -59.4% |
| Q3 2021 | $264,000 | -65.3% | 30,648 | -64.7% | 0.11% | -66.6% |
| Q4 2020 | $761,000 | +38.1% | 86,747 | +26.0% | 0.32% | +7.8% |
| Q3 2020 | $551,000 | +7.4% | 68,834 | +6.8% | 0.29% | +3.9% |
| Q2 2020 | $513,000 | +423.5% | 64,470 | +384.8% | 0.28% | +328.8% |
| Q1 2020 | $98,000 | -95.0% | 13,299 | -94.3% | 0.07% | -92.7% |
| Q4 2019 | $1,966,000 | +46.2% | 233,439 | +44.3% | 0.90% | +31.6% |
| Q3 2019 | $1,345,000 | +234.6% | 161,802 | +228.3% | 0.69% | +228.2% |
| Q2 2019 | $402,000 | -72.5% | 49,285 | -73.4% | 0.21% | -71.8% |
| Q1 2019 | $1,464,000 | +902.7% | 185,348 | +883.3% | 0.74% | +960.0% |
| Q3 2018 | $146,000 | -34.8% | 18,850 | -33.2% | 0.07% | -36.4% |
| Q2 2018 | $224,000 | -91.3% | 28,200 | -90.5% | 0.11% | -91.9% |
| Q3 2017 | $2,576,000 | +55.4% | 297,142 | +54.9% | 1.36% | +46.5% |
| Q2 2017 | $1,658,000 | +45.4% | 191,849 | +44.9% | 0.93% | +44.0% |
| Q1 2017 | $1,140,000 | +160.3% | 132,358 | +160.8% | 0.65% | +125.4% |
| Q3 2016 | $438,000 | +160.7% | 50,751 | +146.1% | 0.29% | +135.2% |
| Q1 2016 | $168,000 | -88.0% | 20,620 | -88.7% | 0.12% | -87.4% |
| Q4 2015 | $1,396,000 | +957.6% | 183,200 | +1172.2% | 0.97% | +1053.6% |
| Q4 2014 | $132,000 | -94.6% | 14,400 | -94.7% | 0.08% | -94.6% |
| Q3 2014 | $2,423,000 | +21.7% | 273,464 | +26.9% | 1.57% | +29.5% |
| Q2 2014 | $1,991,000 | +235.8% | 215,476 | +228.8% | 1.21% | +193.2% |
| Q4 2013 | $593,000 | -58.7% | 65,533 | -59.2% | 0.41% | -61.3% |
| Q3 2013 | $1,437,000 | +12.3% | 160,546 | +16.1% | 1.07% | +13.2% |
| Q2 2013 | $1,280,000 | – | 138,335 | – | 0.94% | – |
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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% |