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 Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,586,000 | -50.0% | 194,562 | -51.5% | 0.05% | -50.0% |
| Q1 2019 | $3,171,000 | +6.1% | 401,419 | -1.6% | 0.10% | -15.3% |
| Q4 2018 | $2,989,000 | -9.7% | 407,824 | -4.4% | 0.12% | -21.9% |
| Q3 2018 | $3,310,000 | -2.7% | 426,484 | -0.6% | 0.15% | -4.4% |
| Q2 2018 | $3,402,000 | -3.3% | 428,954 | -1.0% | 0.16% | -7.1% |
| Q1 2018 | $3,518,000 | -20.3% | 433,234 | -16.8% | 0.17% | -10.1% |
| Q4 2017 | $4,415,000 | -4.7% | 520,602 | -2.6% | 0.19% | -18.2% |
| Q3 2017 | $4,633,000 | +0.1% | 534,397 | -0.2% | 0.23% | -6.1% |
| Q2 2017 | $4,627,000 | +0.2% | 535,572 | -0.2% | 0.25% | -3.1% |
| Q1 2017 | $4,619,000 | +0.5% | 536,422 | -0.6% | 0.25% | -5.2% |
| Q4 2016 | $4,598,000 | -1.8% | 539,602 | -0.5% | 0.27% | -6.9% |
| Q3 2016 | $4,684,000 | +0.9% | 542,152 | -1.1% | 0.29% | -10.6% |
| Q2 2016 | $4,641,000 | +0.9% | 547,987 | -3.1% | 0.32% | +18.4% |
| Q1 2016 | $4,599,000 | – | 565,682 | – | 0.27% | – |
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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% |