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 60 filers reported holding MFS CHARTER INCOME TR in Q4 2017. 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 Q4 2017
NameSharesValueWeighting ↓
Relative Value Partners Group, LLC 4,444,848$33,870,0004.15%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 502,666$3,830,0001.07%
Point View Wealth Management, Inc. 176,221$1,343,0000.97%
Shaker Financial Services, LLC 183,200$1,396,0000.97%
Saba Capital Management, L.P. 1,089,442$8,302,0000.79%
RIVERNORTH CAPITAL MANAGEMENT, LLC 1,597,805$12,175,0000.69%
DOLIVER ADVISORS, LP 86,759$661,0000.52%
1607 Capital Partners, LLC 1,039,768$7,923,0000.52%
Benchmark Capital Advisors 61,650$470,0000.40%
Starfire Investment Advisers, Inc. 139,100$1,059,942,0000.36%
View complete list of MFS CHARTER INCOME TR shareholders