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 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $63,130 | -27.4% | 10,265 | -29.8% | 0.01% | -31.2% |
| Q3 2022 | $87,000 | -5.4% | 14,620 | -0.2% | 0.02% | -5.9% |
| Q2 2022 | $92,000 | -14.8% | 14,652 | -0.1% | 0.02% | -15.0% |
| Q1 2022 | $108,000 | -14.3% | 14,668 | -0.5% | 0.02% | -20.0% |
| Q4 2021 | $126,000 | -0.8% | 14,744 | -0.3% | 0.02% | -10.7% |
| Q3 2021 | $127,000 | -1.6% | 14,790 | -0.0% | 0.03% | -6.7% |
| Q2 2021 | $129,000 | +1.6% | 14,792 | -0.3% | 0.03% | -9.1% |
| Q1 2021 | $127,000 | -2.3% | 14,841 | -0.0% | 0.03% | +6.5% |
| Q4 2020 | $130,000 | +13.0% | 14,842 | +3.8% | 0.03% | -18.4% |
| Q3 2020 | $115,000 | -2.5% | 14,304 | -3.6% | 0.04% | 0.0% |
| Q2 2020 | $118,000 | +29.7% | 14,836 | +20.1% | 0.04% | -11.6% |
| Q1 2020 | $91,000 | -15.0% | 12,355 | -2.9% | 0.04% | -14.0% |
| Q4 2019 | $107,000 | -6.1% | 12,727 | -7.9% | 0.05% | -19.4% |
| Q3 2019 | $114,000 | -6.6% | 13,818 | -7.9% | 0.06% | -16.2% |
| Q2 2019 | $122,000 | +0.8% | 15,003 | -2.0% | 0.07% | -8.6% |
| Q1 2019 | $121,000 | +61.3% | 15,303 | +49.1% | 0.08% | +68.8% |
| Q4 2018 | $75,000 | -28.6% | 10,267 | -24.3% | 0.05% | -50.0% |
| Q3 2018 | $105,000 | -16.7% | 13,560 | -14.7% | 0.10% | -21.3% |
| Q2 2018 | $126,000 | -2.3% | 15,904 | -0.1% | 0.12% | -8.3% |
| Q1 2018 | $129,000 | +514.3% | 15,920 | +534.0% | 0.13% | +209.3% |
| Q4 2017 | $21,000 | – | 2,511 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 218,571 | $1,278,641 | 0.60% |
| Stonebridge Financial Planning Group, LLC | 73,864 | $432,107 | 0.28% |
| Fortitude Advisory Group L.L.C. | 56,437 | $330,154 | 0.22% |
| SIT INVESTMENT ASSOCIATES INC | 1,236,068 | $7,231 | 0.20% |
| Altus Wealth Group LLC | 30,413 | $177,914 | 0.11% |
| Valley Brook Capital Group, Inc. | 14,100 | $82,485 | 0.08% |
| L.M. KOHN & COMPANY | 24,574 | $143,757 | 0.05% |
| 9258 Wealth Management, LLC | 41,182 | $240,913 | 0.05% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 27,876 | $163,075 | 0.02% |
| SignalPoint Asset Management, LLC | 11,061 | $64,708 | 0.02% |