Waterfront Wealth Inc. - MFS CHARTER INCOME TR ownership

MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 65 filers reported holding MFS CHARTER INCOME TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Waterfront Wealth Inc. ownership history of MFS CHARTER INCOME TR
ValueSharesWeighting
Q2 2022$89,000
-11.0%
14,135
+0.0%
0.04%
+2.9%
Q1 2022$100,000
-16.7%
14,1310.0%0.04%
-27.1%
Q4 2021$120,000
-1.6%
14,1310.0%0.05%
-18.6%
Q3 2021$122,000
-1.6%
14,1310.0%0.06%0.0%
Q2 2021$124,000
-67.7%
14,131
-68.7%
0.06%
-69.4%
Q1 2021$384,00045,1760.19%
Other shareholders
MFS CHARTER INCOME TR shareholders Q3 2021
NameSharesValueWeighting ↓
Relative Value Partners Group, LLC 967,220$8,038,0000.81%
9258 Wealth Management, LLC 117,553$977,0000.76%
1607 Capital Partners, LLC 1,567,959$13,030,0000.71%
Shaker Financial Services, LLC 161,802$1,345,0000.69%
Thomas J. Herzfeld Advisors, Inc. 163,787$1,361,0000.50%
Point View Wealth Management, Inc. 113,648$944,0000.43%
SIT INVESTMENT ASSOCIATES INC 1,507,463$12,527,0000.38%
CENTAURUS FINANCIAL, INC. 116,380$967,0000.15%
BENJAMIN F. EDWARDS & COMPANY, INC. 135,593$1,127,0000.09%
Gilman Hill Asset Management, LLC 29,075$242,0000.08%
View complete list of MFS CHARTER INCOME TR shareholders