NEXT Financial Group, Inc - MFS CHARTER INCOME TR ownership

MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 67 filers reported holding MFS CHARTER INCOME TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of MFS CHARTER INCOME TR
ValueSharesWeighting
Q4 2021$2,0000.0%1930.0%0.00%
Q3 2021$2,0000.0%1930.0%0.00%
Q2 2021$2,0000.0%1930.0%0.00%
Q1 2021$2,0000.0%1930.0%0.00%
Q4 2020$2,0000.0%1930.0%0.00%
Q3 2020$2,000
+100.0%
1930.0%0.00%
Q1 2020$1,000
-50.0%
1930.0%0.00%
Q4 2019$2,0000.0%1930.0%0.00%
Q3 2019$2,0000.0%1930.0%0.00%
Q2 2019$2,000
-81.8%
193
-86.5%
0.00%
-100.0%
Q1 2019$11,000
+10.0%
1,4300.0%0.00%
+50.0%
Q4 2018$10,000
-9.1%
1,4300.0%0.00%
-60.0%
Q3 2018$11,000
-8.3%
1,4300.0%0.01%
+66.7%
Q3 2017$12,000
-99.4%
1,430
+640.9%
0.00%
Q2 2017$2,000,0000.0%1930.0%0.00%
-100.0%
Q1 2017$2,000,000
-83.3%
193
-86.5%
0.00%
-50.0%
Q4 2016$12,000,000
+99900.0%
1,4300.0%0.00%0.0%
Q3 2016$12,000
+1100.0%
1,430
+640.9%
0.00%
Q2 2016$1,0000.0%1930.0%0.00%
Q1 2016$1,0000.0%1930.0%0.00%
Q4 2015$1,0000.0%1930.0%0.00%
Q3 2015$1,000
-83.3%
193
-74.9%
0.00%
-100.0%
Q2 2015$6,0000.0%7700.0%0.00%0.0%
Q1 2015$6,000
-14.3%
7700.0%0.00%0.0%
Q4 2014$7,000
-63.2%
770
-63.5%
0.00%
-50.0%
Q3 2014$19,0000.0%2,1120.0%0.00%
-60.0%
Q2 2014$19,0002,1120.01%
Other shareholders
MFS CHARTER INCOME TR shareholders Q3 2016
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