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 64 filers reported holding MFS CHARTER INCOME TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2014
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 218,571$1,278,6410.60%
Stonebridge Financial Planning Group, LLC 73,864$432,1070.28%
Fortitude Advisory Group L.L.C. 56,437$330,1540.22%
SIT INVESTMENT ASSOCIATES INC 1,236,068$7,2310.20%
Altus Wealth Group LLC 30,413$177,9140.11%
Valley Brook Capital Group, Inc. 14,100$82,4850.08%
L.M. KOHN & COMPANY 24,574$143,7570.05%
9258 Wealth Management, LLC 41,182$240,9130.05%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 27,876$163,0750.02%
SignalPoint Asset Management, LLC 11,061$64,7080.02%
View complete list of MFS CHARTER INCOME TR shareholders