MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 64 filers reported holding MFS CHARTER INCOME TR in Q2 2018. 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 | 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% |