MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 70 filers reported holding MFS CHARTER INCOME TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $70,969 | -18.4% | 11,247 | +11.4% | 0.00% | – |
Q3 2021 | $87,000 | -1.1% | 10,099 | 0.0% | 0.00% | – |
Q2 2021 | $88,000 | -20.0% | 10,099 | -21.8% | 0.00% | – |
Q1 2021 | $110,000 | -5.2% | 12,920 | -2.0% | 0.00% | – |
Q4 2020 | $116,000 | +14.9% | 13,187 | +4.1% | 0.00% | – |
Q3 2020 | $101,000 | +23.2% | 12,662 | +22.5% | 0.00% | – |
Q2 2020 | $82,000 | +6.5% | 10,339 | 0.0% | 0.00% | – |
Q1 2020 | $77,000 | -11.5% | 10,339 | 0.0% | 0.00% | – |
Q4 2019 | $87,000 | +3.6% | 10,339 | +2.0% | 0.00% | – |
Q3 2019 | $84,000 | +1.2% | 10,139 | 0.0% | 0.00% | – |
Q2 2019 | $83,000 | +48.2% | 10,139 | +56.6% | 0.00% | – |
Q2 2017 | $56,000 | 0.0% | 6,475 | 0.0% | 0.00% | – |
Q1 2017 | $56,000 | -1.8% | 6,475 | -3.0% | 0.00% | – |
Q4 2016 | $57,000 | +1.8% | 6,675 | +3.1% | 0.00% | – |
Q3 2016 | $56,000 | -17.6% | 6,475 | -19.3% | 0.00% | – |
Q2 2016 | $68,000 | +100.0% | 8,025 | +93.2% | 0.00% | – |
Q1 2016 | $34,000 | +13.3% | 4,154 | +5.1% | 0.00% | – |
Q4 2015 | $30,000 | -3.2% | 3,954 | 0.0% | 0.00% | – |
Q3 2015 | $31,000 | -53.0% | 3,954 | -47.3% | 0.00% | -100.0% |
Q1 2015 | $66,000 | +144.4% | 7,504 | +158.8% | 0.00% | – |
Q4 2014 | $27,000 | +3.8% | 2,900 | 0.0% | 0.00% | – |
Q3 2014 | $26,000 | -3.7% | 2,900 | 0.0% | 0.00% | – |
Q2 2014 | $27,000 | +3.8% | 2,900 | 0.0% | 0.00% | – |
Q1 2014 | $26,000 | 0.0% | 2,900 | 0.0% | 0.00% | – |
Q4 2013 | $26,000 | +188.9% | 2,900 | +189.1% | 0.00% | – |
Q3 2013 | $9,000 | +80.0% | 1,003 | +100.6% | 0.00% | – |
Q2 2013 | $5,000 | – | 500 | – | 0.00% | – |
Download |
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% |