Kelman-Lazarov, 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 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kelman-Lazarov, Inc. ownership history of MFS CHARTER INCOME TR
ValueSharesWeighting
Q1 2019$110,000
-76.6%
13,934
-78.3%
0.06%
-80.1%
Q4 2018$470,000
-68.8%
64,073
-66.9%
0.29%
-66.8%
Q3 2018$1,504,000
-39.6%
193,853
-38.3%
0.88%
-34.2%
Q2 2018$2,491,000
-14.6%
314,140
-12.6%
1.34%
-14.7%
Q1 2018$2,917,000
-6.4%
359,229
-2.2%
1.57%
-1.4%
Q4 2017$3,116,000
-1.3%
367,480
+0.9%
1.59%
-4.5%
Q3 2017$3,156,000
+9.5%
364,071
+9.1%
1.67%
+5.4%
Q2 2017$2,883,000
+1.5%
333,652
+1.1%
1.58%
-13.6%
Q1 2017$2,841,000
-99.9%
329,977
+19.9%
1.83%
+38.3%
Q4 2016$2,344,559,000
+5.4%
275,183
+5.9%
1.32%
+4.9%
Q3 2016$2,224,803,000
+7.2%
259,907
+6.3%
1.26%
+6.4%
Q2 2016$2,075,015,000
+129023.5%
244,407
+23.3%
1.18%
+26.1%
Q1 2016$1,607,000198,1500.94%
Other shareholders
MFS CHARTER INCOME TR shareholders Q3 2018
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