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 Q3 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $143,000 | -38.4% | 16,900 | -36.9% | 0.08% | -33.1% |
| Q3 2017 | $232,000 | +1.8% | 26,793 | +1.5% | 0.12% | +44.0% |
| Q3 2016 | $228,000 | +2.2% | 26,389 | +0.4% | 0.08% | -12.5% |
| Q2 2016 | $223,000 | +6.7% | 26,294 | +2.3% | 0.10% | +6.7% |
| Q1 2016 | $209,000 | +4.5% | 25,700 | -2.2% | 0.09% | 0.0% |
| Q4 2015 | $200,000 | +4.7% | 26,281 | +6.7% | 0.09% | 0.0% |
| Q3 2015 | $191,000 | -2.6% | 24,639 | +6.7% | 0.09% | +1.1% |
| Q2 2015 | $196,000 | +2.1% | 23,085 | +6.0% | 0.09% | -8.2% |
| Q1 2015 | $192,000 | -3.5% | 21,777 | +0.4% | 0.10% | -9.3% |
| Q4 2014 | $199,000 | +4.7% | 21,682 | +0.8% | 0.11% | 0.0% |
| Q3 2014 | $190,000 | -4.0% | 21,501 | +0.4% | 0.11% | -7.8% |
| Q2 2014 | $198,000 | +4.2% | 21,407 | +2.9% | 0.12% | -3.3% |
| Q1 2014 | $190,000 | +10.5% | 20,813 | +9.7% | 0.12% | +8.1% |
| Q4 2013 | $172,000 | – | 18,971 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relative Value Partners Group, LLC | 2,309,796 | $18,756,000 | 2.08% |
| Kelman-Lazarov, Inc. | 359,229 | $2,917,000 | 1.57% |
| Point View Wealth Management, Inc. | 146,546 | $1,190,000 | 0.57% |
| 1607 Capital Partners, LLC | 1,134,201 | $9,210,000 | 0.51% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 743,051 | $6,034,000 | 0.45% |
| SIT INVESTMENT ASSOCIATES INC | 1,160,449 | $9,423,000 | 0.23% |
| Benchmark Capital Advisors | 35,650 | $289,000 | 0.23% |
| Gilman Hill Asset Management, LLC | 55,200 | $448,000 | 0.20% |
| Kovitz Investment Group Partners, LLC | 433,234 | $3,518,000 | 0.17% |
| Pinnacle Wealth Planning Services, Inc. | 15,920 | $129,000 | 0.13% |