Carroll Financial Associates, Inc. - MFS CHARTER INCOME TR ownership

MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 63 filers reported holding MFS CHARTER INCOME TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of MFS CHARTER INCOME TR
ValueSharesWeighting
Q4 2021$9,0000.0%1,0850.0%0.00%
-100.0%
Q3 2021$9,0000.0%1,0850.0%0.00%0.0%
Q2 2021$9,0000.0%1,0850.0%0.00%0.0%
Q1 2021$9,0000.0%1,0850.0%0.00%0.0%
Q4 2020$9,000
+12.5%
1,0850.0%0.00%0.0%
Q3 2020$8,0000.0%1,0850.0%0.00%0.0%
Q2 2020$8,0000.0%1,0850.0%0.00%0.0%
Q1 2020$8,000
-11.1%
1,0850.0%0.00%0.0%
Q4 2019$9,0000.0%1,0850.0%0.00%0.0%
Q3 2019$9,000
+12.5%
1,0850.0%0.00%0.0%
Q2 2019$8,0000.0%1,0850.0%0.00%0.0%
Q1 2019$8,0000.0%1,0850.0%0.00%0.0%
Q4 2018$8,0000.0%1,0850.0%0.00%0.0%
Q3 2018$8,0000.0%1,0850.0%0.00%0.0%
Q2 2018$8,0000.0%1,0850.0%0.00%0.0%
Q1 2018$8,000
-11.1%
1,0850.0%0.00%0.0%
Q4 2017$9,0000.0%1,0850.0%0.00%0.0%
Q3 2017$9,000
-86.2%
1,085
-85.7%
0.00%
-87.5%
Q2 2017$65,0000.0%7,5780.0%0.01%0.0%
Q1 2017$65,000
+1.6%
7,5780.0%0.01%
-11.1%
Q4 2016$64,000
+1180.0%
7,578
+1195.4%
0.01%
+800.0%
Q3 2016$5,000
+25.0%
5850.0%0.00%0.0%
Q2 2016$4,0000.0%5850.0%0.00%0.0%
Q1 2016$4,000
+300.0%
585
+564.8%
0.00%
Q2 2014$1,0000.0%880.0%0.00%
Q1 2014$1,000
-90.0%
88
-92.6%
0.00%
-100.0%
Q4 2013$10,0000.0%1,1820.0%0.00%0.0%
Q3 2013$10,0000.0%1,1820.0%0.00%
-20.0%
Q2 2013$10,0001,1820.01%
Other shareholders
MFS CHARTER INCOME TR shareholders Q1 2014
NameSharesValueWeighting ↓
Relative Value Partners Group, LLC 2,309,796$18,756,0002.08%
Kelman-Lazarov, Inc. 359,229$2,917,0001.57%
Point View Wealth Management, Inc. 146,546$1,190,0000.57%
1607 Capital Partners, LLC 1,134,201$9,210,0000.51%
RIVERNORTH CAPITAL MANAGEMENT, LLC 743,051$6,034,0000.45%
SIT INVESTMENT ASSOCIATES INC 1,160,449$9,423,0000.23%
Benchmark Capital Advisors 35,650$289,0000.23%
Gilman Hill Asset Management, LLC 55,200$448,0000.20%
Kovitz Investment Group Partners, LLC 433,234$3,518,0000.17%
Pinnacle Wealth Planning Services, Inc. 15,920$129,0000.13%
View complete list of MFS CHARTER INCOME TR shareholders