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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $25,000 | 0.0% | 2,942 | 0.0% | 0.01% | -14.3% |
| Q1 2017 | $25,000 | 0.0% | 2,942 | 0.0% | 0.01% | +16.7% |
| Q4 2016 | $25,000 | 0.0% | 2,942 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $25,000 | -16.7% | 2,942 | -16.9% | 0.01% | -25.0% |
| Q2 2016 | $30,000 | -6.2% | 3,542 | -10.6% | 0.01% | -11.1% |
| Q1 2016 | $32,000 | -3.0% | 3,963 | -7.3% | 0.01% | -10.0% |
| Q4 2015 | $33,000 | -8.3% | 4,276 | -7.3% | 0.01% | -9.1% |
| Q3 2015 | $36,000 | -7.7% | 4,613 | +1.5% | 0.01% | 0.0% |
| Q2 2015 | $39,000 | -2.5% | 4,547 | +1.2% | 0.01% | 0.0% |
| Q1 2015 | $40,000 | -2.4% | 4,492 | +0.9% | 0.01% | +37.5% |
| Q4 2014 | $41,000 | +7.9% | 4,452 | +4.9% | 0.01% | +14.3% |
| Q3 2014 | $38,000 | +22.6% | 4,246 | +27.9% | 0.01% | +16.7% |
| Q2 2014 | $31,000 | +3.3% | 3,319 | +1.3% | 0.01% | 0.0% |
| Q1 2014 | $30,000 | +3.4% | 3,277 | +1.3% | 0.01% | +50.0% |
| Q4 2013 | $29,000 | 0.0% | 3,236 | +1.3% | 0.00% | 0.0% |
| Q3 2013 | $29,000 | -63.3% | 3,196 | -62.4% | 0.00% | -69.2% |
| Q2 2013 | $79,000 | – | 8,511 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 218,571 | $1,278,641 | 0.60% |
| Stonebridge Financial Planning Group, LLC | 73,864 | $432,107 | 0.28% |
| Fortitude Advisory Group L.L.C. | 56,437 | $330,154 | 0.22% |
| SIT INVESTMENT ASSOCIATES INC | 1,236,068 | $7,231 | 0.20% |
| Altus Wealth Group LLC | 30,413 | $177,914 | 0.11% |
| Valley Brook Capital Group, Inc. | 14,100 | $82,485 | 0.08% |
| L.M. KOHN & COMPANY | 24,574 | $143,757 | 0.05% |
| 9258 Wealth Management, LLC | 41,182 | $240,913 | 0.05% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 27,876 | $163,075 | 0.02% |
| SignalPoint Asset Management, LLC | 11,061 | $64,708 | 0.02% |