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 Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |