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 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 ↓ |
|---|---|---|---|
| Relative Value Partners Group, LLC | 2,309,796 | $18,756,000 | 2.08% |
| Kelman-Lazarov, Inc. | 359,229 | $2,917,000 | 1.57% |
| Point View Wealth Management, Inc. | 146,546 | $1,190,000 | 0.57% |
| 1607 Capital Partners, LLC | 1,134,201 | $9,210,000 | 0.51% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 743,051 | $6,034,000 | 0.45% |
| SIT INVESTMENT ASSOCIATES INC | 1,160,449 | $9,423,000 | 0.23% |
| Benchmark Capital Advisors | 35,650 | $289,000 | 0.23% |
| Gilman Hill Asset Management, LLC | 55,200 | $448,000 | 0.20% |
| Kovitz Investment Group Partners, LLC | 433,234 | $3,518,000 | 0.17% |
| Pinnacle Wealth Planning Services, Inc. | 15,920 | $129,000 | 0.13% |