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 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $90,000 | -11.8% | 12,218 | -0.5% | 0.00% | +33.3% |
| Q4 2019 | $102,000 | -23.9% | 12,275 | -23.2% | 0.00% | -40.0% |
| Q3 2019 | $134,000 | -15.2% | 15,983 | -17.5% | 0.01% | 0.0% |
| Q2 2019 | $158,000 | +33.9% | 19,373 | +30.5% | 0.01% | +25.0% |
| Q1 2019 | $118,000 | +8.3% | 14,845 | +0.3% | 0.00% | 0.0% |
| Q4 2018 | $109,000 | -9.2% | 14,805 | -5.5% | 0.00% | 0.0% |
| Q3 2018 | $120,000 | -4.8% | 15,674 | -0.2% | 0.00% | -20.0% |
| Q2 2018 | $126,000 | -1.6% | 15,699 | -0.2% | 0.01% | 0.0% |
| Q1 2018 | $128,000 | -3.0% | 15,738 | +0.3% | 0.01% | 0.0% |
| Q4 2017 | $132,000 | -25.8% | 15,686 | -25.6% | 0.01% | -50.0% |
| Q2 2016 | $178,000 | +76.2% | 21,078 | +73.0% | 0.01% | +66.7% |
| Q1 2016 | $101,000 | -10.6% | 12,186 | -1.9% | 0.01% | -33.3% |
| Q4 2013 | $113,000 | -60.2% | 12,427 | -61.2% | 0.01% | -47.1% |
| Q3 2013 | $284,000 | -14.2% | 32,004 | -10.3% | 0.02% | -34.6% |
| Q2 2013 | $331,000 | – | 35,694 | – | 0.03% | – |
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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% |