MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 61 filers reported holding MFS CHARTER INCOME TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $56,000 | -50.4% | 8,870 | -33.1% | 0.01% | -53.3% |
| Q1 2021 | $113,000 | -40.8% | 13,257 | -39.2% | 0.02% | -44.4% |
| Q4 2020 | $191,000 | -15.1% | 21,788 | -22.6% | 0.03% | -25.0% |
| Q3 2020 | $225,000 | -9.6% | 28,148 | -10.2% | 0.04% | -16.3% |
| Q2 2020 | $249,000 | -11.4% | 31,332 | -17.6% | 0.04% | -28.3% |
| Q1 2020 | $281,000 | -6.0% | 38,009 | +6.9% | 0.06% | +20.0% |
| Q4 2019 | $299,000 | -9.9% | 35,562 | -10.9% | 0.05% | -19.4% |
| Q3 2019 | $332,000 | -2.6% | 39,905 | -4.5% | 0.06% | -10.1% |
| Q2 2019 | $341,000 | +10.7% | 41,795 | +7.3% | 0.07% | +30.2% |
| Q1 2019 | $308,000 | -6.1% | 38,956 | -12.9% | 0.05% | -22.1% |
| Q4 2018 | $328,000 | -10.9% | 44,737 | -5.8% | 0.07% | +9.7% |
| Q3 2018 | $368,000 | -3.9% | 47,481 | -1.7% | 0.06% | -10.1% |
| Q2 2018 | $383,000 | +6.1% | 48,288 | +8.7% | 0.07% | +4.5% |
| Q1 2018 | $361,000 | +33.7% | 44,406 | +39.3% | 0.07% | +34.7% |
| Q4 2017 | $270,000 | – | 31,889 | – | 0.05% | – |
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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% |