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 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,000 | 0.0% | 193 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 193 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 193 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 193 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 193 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | +100.0% | 193 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -50.0% | 193 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 193 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 193 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | -81.8% | 193 | -86.5% | 0.00% | -100.0% |
| Q1 2019 | $11,000 | +10.0% | 1,430 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $10,000 | -9.1% | 1,430 | 0.0% | 0.00% | -60.0% |
| Q3 2018 | $11,000 | -8.3% | 1,430 | 0.0% | 0.01% | +66.7% |
| Q3 2017 | $12,000 | -99.4% | 1,430 | +640.9% | 0.00% | – |
| Q2 2017 | $2,000,000 | 0.0% | 193 | 0.0% | 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% | 1,430 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $12,000 | +1100.0% | 1,430 | +640.9% | 0.00% | – |
| Q2 2016 | $1,000 | 0.0% | 193 | 0.0% | 0.00% | – |
| Q1 2016 | $1,000 | 0.0% | 193 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 193 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | -83.3% | 193 | -74.9% | 0.00% | -100.0% |
| Q2 2015 | $6,000 | 0.0% | 770 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $6,000 | -14.3% | 770 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $7,000 | -63.2% | 770 | -63.5% | 0.00% | -50.0% |
| Q3 2014 | $19,000 | 0.0% | 2,112 | 0.0% | 0.00% | -60.0% |
| Q2 2014 | $19,000 | – | 2,112 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 117,973 | $702,000 | 0.35% |
| Stonebridge Financial Planning Group, LLC | 74,380 | $443,000 | 0.31% |
| Altus Wealth Group LLC | 32,530 | $280,000 | 0.28% |
| Fortitude Advisory Group L.L.C. | 46,261 | $275,000 | 0.26% |
| SIT INVESTMENT ASSOCIATES INC | 1,142,144 | $6,796,000 | 0.20% |
| 9258 Wealth Management, LLC | 62,283 | $371,000 | 0.10% |
| Valley Brook Capital Group, Inc. | 14,100 | $83,000 | 0.09% |
| L.M. KOHN & COMPANY | 22,106 | $132,000 | 0.06% |
| CoreCap Advisors, LLC | 115,710 | $688 | 0.06% |
| CENTAURUS FINANCIAL, INC. | 84,349 | $502,000 | 0.05% |