MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 67 filers reported holding MFS CHARTER INCOME TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $170,000 | -1.7% | 20,000 | 0.0% | 0.03% | -10.3% |
| Q3 2016 | $173,000 | +2.4% | 20,000 | 0.0% | 0.03% | -19.4% |
| Q2 2016 | $169,000 | +3.7% | 20,000 | 0.0% | 0.04% | +2.9% |
| Q1 2016 | $163,000 | +7.2% | 20,000 | 0.0% | 0.04% | +25.0% |
| Q4 2015 | $152,000 | -1.9% | 20,000 | 0.0% | 0.03% | +21.7% |
| Q3 2015 | $155,000 | -8.3% | 20,000 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $169,000 | -4.0% | 20,000 | 0.0% | 0.02% | -17.9% |
| Q1 2015 | $176,000 | -4.3% | 20,000 | 0.0% | 0.03% | -9.7% |
| Q4 2014 | $184,000 | +4.0% | 20,000 | 0.0% | 0.03% | +14.8% |
| Q3 2014 | $177,000 | -4.3% | 20,000 | 0.0% | 0.03% | -3.6% |
| Q2 2014 | $185,000 | +1.1% | 20,000 | 0.0% | 0.03% | -3.4% |
| Q1 2014 | $183,000 | +1.1% | 20,000 | 0.0% | 0.03% | -21.6% |
| Q4 2013 | $181,000 | +1.1% | 20,000 | 0.0% | 0.04% | -17.8% |
| Q3 2013 | $179,000 | – | 20,000 | – | 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% |