KMS FINANCIAL SERVICES, INC - MFS CHARTER INCOME TR ownership

MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 68 filers reported holding MFS CHARTER INCOME TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
KMS FINANCIAL SERVICES, INC ownership history of MFS CHARTER INCOME TR
ValueSharesWeighting
Q1 2014$143,000
+2.1%
15,631
+0.8%
0.02%
-4.2%
Q4 2013$140,000
+1.4%
15,514
+0.8%
0.02%
-29.4%
Q3 2013$138,00015,3980.03%
Other shareholders
MFS CHARTER INCOME TR shareholders Q4 2013
NameSharesValueWeighting ↓
Relative Value Partners Group, LLC 967,220$8,038,0000.81%
9258 Wealth Management, LLC 117,553$977,0000.76%
1607 Capital Partners, LLC 1,567,959$13,030,0000.71%
Shaker Financial Services, LLC 161,802$1,345,0000.69%
Thomas J. Herzfeld Advisors, Inc. 163,787$1,361,0000.50%
Point View Wealth Management, Inc. 113,648$944,0000.43%
SIT INVESTMENT ASSOCIATES INC 1,507,463$12,527,0000.38%
CENTAURUS FINANCIAL, INC. 116,380$967,0000.15%
BENJAMIN F. EDWARDS & COMPANY, INC. 135,593$1,127,0000.09%
Gilman Hill Asset Management, LLC 29,075$242,0000.08%
View complete list of MFS CHARTER INCOME TR shareholders