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 Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $14 | +7.7% | 2,225 | 0.0% | 0.00% | – |
Q3 2023 | $13 | -7.1% | 2,225 | 0.0% | 0.00% | – |
Q2 2023 | $14 | 0.0% | 2,225 | 0.0% | 0.00% | – |
Q1 2023 | $14 | 0.0% | 2,225 | 0.0% | 0.00% | – |
Q4 2022 | $14 | -99.9% | 2,225 | 0.0% | 0.00% | – |
Q3 2022 | $13,000 | -7.1% | 2,225 | 0.0% | 0.00% | – |
Q2 2022 | $14,000 | -12.5% | 2,225 | 0.0% | 0.00% | – |
Q1 2022 | $16,000 | -15.8% | 2,225 | 0.0% | 0.00% | – |
Q3 2021 | $19,000 | 0.0% | 2,225 | 0.0% | 0.00% | – |
Q2 2021 | $19,000 | -20.8% | 2,225 | -20.5% | 0.00% | – |
Q1 2021 | $24,000 | -4.0% | 2,800 | 0.0% | 0.00% | -100.0% |
Q4 2020 | $25,000 | +13.6% | 2,800 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $22,000 | 0.0% | 2,800 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $22,000 | +4.8% | 2,800 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $21,000 | +320.0% | 2,800 | +387.0% | 0.00% | – |
Q3 2019 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
Q2 2019 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
Q1 2019 | $5,000 | +25.0% | 575 | 0.0% | 0.00% | – |
Q4 2018 | $4,000 | 0.0% | 575 | 0.0% | 0.00% | – |
Q3 2018 | $4,000 | -20.0% | 575 | 0.0% | 0.00% | – |
Q2 2018 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
Q1 2018 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
Q4 2017 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
Q3 2017 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
Q2 2017 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
Q1 2017 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
Q4 2016 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
Q3 2016 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
Q2 2016 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
Q1 2016 | $5,000 | +25.0% | 575 | 0.0% | 0.00% | – |
Q4 2015 | $4,000 | 0.0% | 575 | 0.0% | 0.00% | – |
Q3 2015 | $4,000 | -20.0% | 575 | 0.0% | 0.00% | – |
Q2 2015 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
Q1 2015 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
Q4 2014 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
Q3 2014 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
Q2 2014 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
Q1 2014 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
Q4 2013 | $5,000 | -80.0% | 575 | -79.1% | 0.00% | -100.0% |
Q3 2013 | $25,000 | 0.0% | 2,750 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $25,000 | – | 2,750 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stonebridge Financial Planning Group, LLC | 82,791 | $716,000 | 0.35% |
Altus Wealth Group LLC | 32,530 | $280,000 | 0.28% |
SIT INVESTMENT ASSOCIATES INC | 805,279 | $6,925,000 | 0.18% |
9258 Wealth Management, LLC | 69,747 | $600,000 | 0.16% |
CENTAURUS FINANCIAL, INC. | 214,411 | $1,844,000 | 0.16% |
Valley Brook Capital Group, Inc. | 17,700 | $152,000 | 0.15% |
Shaker Financial Services, LLC | 30,648 | $264,000 | 0.11% |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 115,579 | $994,000 | 0.07% |
Waterfront Wealth Inc. | 14,131 | $122,000 | 0.06% |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 28,755 | $247,000 | 0.04% |