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 Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $90,379 | -15.8% | 15,449 | -9.2% | 0.00% | -33.3% |
| Q2 2023 | $107,336 | -17.8% | 17,010 | -18.1% | 0.01% | -25.0% |
| Q1 2023 | $130,594 | -22.8% | 20,762 | -24.5% | 0.01% | -33.3% |
| Q4 2022 | $169,208 | +4.4% | 27,514 | +1.0% | 0.01% | 0.0% |
| Q3 2022 | $162,000 | -2.4% | 27,236 | +3.2% | 0.01% | -7.7% |
| Q2 2022 | $166,000 | -21.7% | 26,397 | -8.6% | 0.01% | -13.3% |
| Q1 2022 | $212,000 | -15.5% | 28,881 | -2.0% | 0.02% | -16.7% |
| Q4 2021 | $251,000 | -6.0% | 29,478 | -5.0% | 0.02% | -10.0% |
| Q3 2021 | $267,000 | +5.1% | 31,019 | +6.7% | 0.02% | 0.0% |
| Q2 2021 | $254,000 | -32.1% | 29,067 | -33.6% | 0.02% | -42.9% |
| Q1 2021 | $374,000 | -47.7% | 43,756 | -46.3% | 0.04% | -47.8% |
| Q4 2020 | $715,000 | +30.2% | 81,552 | +19.0% | 0.07% | +8.1% |
| Q3 2020 | $549,000 | +7.4% | 68,549 | +6.5% | 0.06% | -10.1% |
| Q2 2020 | $511,000 | +63.8% | 64,339 | +52.5% | 0.07% | +21.1% |
| Q1 2020 | $312,000 | -16.6% | 42,184 | -5.0% | 0.06% | +11.8% |
| Q4 2019 | $374,000 | +13.3% | 44,420 | +11.7% | 0.05% | 0.0% |
| Q3 2019 | $330,000 | +31.0% | 39,764 | +28.5% | 0.05% | +27.5% |
| Q2 2019 | $252,000 | +8.6% | 30,938 | +5.2% | 0.04% | -9.1% |
| Q1 2019 | $232,000 | +10.5% | 29,421 | +6.9% | 0.04% | -2.2% |
| Q4 2018 | $210,000 | -3.7% | 27,514 | -1.9% | 0.04% | 0.0% |
| Q3 2018 | $218,000 | -1.8% | 28,051 | +0.4% | 0.04% | -10.0% |
| Q2 2018 | $222,000 | -1.8% | 27,935 | +0.4% | 0.05% | -13.8% |
| Q1 2018 | $226,000 | – | 27,821 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 218,571 | $1,278,641 | 0.60% |
| Stonebridge Financial Planning Group, LLC | 73,864 | $432,107 | 0.28% |
| Fortitude Advisory Group L.L.C. | 56,437 | $330,154 | 0.22% |
| SIT INVESTMENT ASSOCIATES INC | 1,236,068 | $7,231 | 0.20% |
| Altus Wealth Group LLC | 30,413 | $177,914 | 0.11% |
| Valley Brook Capital Group, Inc. | 14,100 | $82,485 | 0.08% |
| L.M. KOHN & COMPANY | 24,574 | $143,757 | 0.05% |
| 9258 Wealth Management, LLC | 41,182 | $240,913 | 0.05% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 27,876 | $163,075 | 0.02% |
| SignalPoint Asset Management, LLC | 11,061 | $64,708 | 0.02% |