MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 64 filers reported holding MFS CHARTER INCOME TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,850 | -7.3% | 1,000 | 0.0% | 0.00% | – |
| Q2 2023 | $6,310 | +0.3% | 1,000 | 0.0% | 0.00% | – |
| Q1 2023 | $6,290 | +2.3% | 1,000 | 0.0% | 0.00% | – |
| Q4 2022 | $6,150 | +2.5% | 1,000 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q2 2022 | $6,000 | -14.3% | 1,000 | 0.0% | 0.00% | – |
| Q1 2022 | $7,000 | -22.2% | 1,000 | 0.0% | 0.00% | – |
| Q4 2021 | $9,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q3 2021 | $9,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | -52.6% | 1,000 | -55.6% | 0.00% | – |
| Q1 2021 | $19,000 | -5.0% | 2,250 | 0.0% | 0.00% | – |
| Q4 2020 | $20,000 | +11.1% | 2,250 | 0.0% | 0.00% | – |
| Q3 2020 | $18,000 | 0.0% | 2,250 | 0.0% | 0.00% | – |
| Q2 2020 | $18,000 | -21.7% | 2,250 | -28.6% | 0.00% | – |
| Q1 2020 | $23,000 | +21.1% | 3,152 | +40.1% | 0.00% | – |
| Q4 2019 | $19,000 | 0.0% | 2,250 | 0.0% | 0.00% | – |
| Q3 2019 | $19,000 | +5.6% | 2,250 | 0.0% | 0.00% | – |
| Q2 2019 | $18,000 | 0.0% | 2,250 | 0.0% | 0.00% | – |
| Q1 2019 | $18,000 | +12.5% | 2,250 | 0.0% | 0.00% | – |
| Q4 2018 | $16,000 | -5.9% | 2,250 | 0.0% | 0.00% | – |
| Q3 2018 | $17,000 | -5.6% | 2,250 | 0.0% | 0.00% | – |
| Q2 2018 | $18,000 | 0.0% | 2,250 | 0.0% | 0.00% | – |
| Q1 2018 | $18,000 | -64.7% | 2,250 | -62.8% | 0.00% | – |
| Q4 2017 | $51,000 | -1.9% | 6,050 | 0.0% | 0.00% | – |
| Q3 2017 | $52,000 | -3.7% | 6,050 | -3.2% | 0.00% | – |
| Q2 2017 | $54,000 | -11.5% | 6,250 | -11.3% | 0.00% | – |
| Q1 2017 | $61,000 | -25.6% | 7,050 | -26.9% | 0.00% | -100.0% |
| Q4 2016 | $82,000 | -1.2% | 9,650 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $83,000 | -8.8% | 9,650 | -10.6% | 0.00% | 0.0% |
| Q2 2016 | $91,000 | +16.7% | 10,800 | +11.9% | 0.00% | 0.0% |
| Q1 2016 | $78,000 | +5.4% | 9,650 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $74,000 | -1.3% | 9,650 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $75,000 | +294.7% | 9,650 | +328.9% | 0.00% | – |
| Q2 2015 | $19,000 | -5.0% | 2,250 | 0.0% | 0.00% | – |
| Q1 2015 | $20,000 | -4.8% | 2,250 | 0.0% | 0.00% | – |
| Q4 2014 | $21,000 | +5.0% | 2,250 | 0.0% | 0.00% | – |
| Q3 2014 | $20,000 | -4.8% | 2,250 | 0.0% | 0.00% | – |
| Q2 2014 | $21,000 | 0.0% | 2,250 | 0.0% | 0.00% | – |
| Q1 2014 | $21,000 | +5.0% | 2,250 | 0.0% | 0.00% | – |
| Q4 2013 | $20,000 | -47.4% | 2,250 | -47.1% | 0.00% | – |
| Q3 2013 | $38,000 | -2.6% | 4,250 | 0.0% | 0.00% | – |
| Q2 2013 | $39,000 | – | 4,250 | – | 0.00% | – |
Download | ||||||
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% |