MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 60 filers reported holding MFS CHARTER INCOME TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $67,000 | +204.5% | 8,926 | +227.0% | 0.01% | +233.3% |
| Q2 2018 | $22,000 | +15.8% | 2,730 | +13.8% | 0.00% | 0.0% |
| Q1 2018 | $19,000 | -5.0% | 2,399 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $20,000 | -35.5% | 2,399 | -33.5% | 0.00% | -40.0% |
| Q3 2017 | $31,000 | 0.0% | 3,610 | 0.0% | 0.01% | -44.4% |
| Q1 2017 | $31,000 | 0.0% | 3,610 | 0.0% | 0.01% | -18.2% |
| Q4 2016 | $31,000 | 0.0% | 3,610 | 0.0% | 0.01% | -8.3% |
| Q3 2016 | $31,000 | 0.0% | 3,610 | 0.0% | 0.01% | -20.0% |
| Q2 2016 | $31,000 | +6.9% | 3,610 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $29,000 | +3.6% | 3,610 | 0.0% | 0.02% | +15.4% |
| Q4 2015 | $28,000 | +40.0% | 3,610 | +42.3% | 0.01% | +18.2% |
| Q3 2015 | $20,000 | -4.8% | 2,537 | 0.0% | 0.01% | +10.0% |
| Q2 2015 | $21,000 | -4.5% | 2,537 | +4.4% | 0.01% | 0.0% |
| Q1 2015 | $22,000 | -4.3% | 2,429 | -4.3% | 0.01% | 0.0% |
| Q4 2014 | $23,000 | – | 2,537 | – | 0.01% | – |
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% |