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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $177,914 | -9.0% | 30,413 | -1.9% | 0.11% | -5.8% |
| Q2 2023 | $195,547 | +0.3% | 30,990 | 0.0% | 0.12% | -8.4% |
| Q1 2023 | $194,927 | +2.3% | 30,990 | 0.0% | 0.13% | -9.7% |
| Q4 2022 | $190,589 | -31.9% | 30,990 | -4.7% | 0.14% | -47.8% |
| Q3 2022 | $280,000 | 0.0% | 32,530 | 0.0% | 0.28% | 0.0% |
| Q2 2022 | $280,000 | +17.2% | 32,530 | 0.0% | 0.28% | +41.8% |
| Q1 2022 | $239,000 | -13.7% | 32,530 | 0.0% | 0.20% | -14.0% |
| Q4 2021 | $277,000 | -1.1% | 32,530 | 0.0% | 0.23% | -18.0% |
| Q3 2021 | $280,000 | -1.4% | 32,530 | 0.0% | 0.28% | +0.4% |
| Q2 2021 | $284,000 | -1.7% | 32,530 | 0.0% | 0.28% | -3.5% |
| Q1 2021 | $289,000 | -0.3% | 32,530 | -1.6% | 0.29% | +3.6% |
| Q4 2020 | $290,000 | – | 33,065 | – | 0.28% | – |
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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% |