MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 60 filers reported holding MFS CHARTER INCOME TR in Q2 2023. 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 ↓ |
---|---|---|---|
Stonebridge Financial Planning Group, LLC | 82,791 | $716,000 | 0.35% |
Altus Wealth Group LLC | 32,530 | $280,000 | 0.28% |
SIT INVESTMENT ASSOCIATES INC | 805,279 | $6,925,000 | 0.18% |
9258 Wealth Management, LLC | 69,747 | $600,000 | 0.16% |
CENTAURUS FINANCIAL, INC. | 214,411 | $1,844,000 | 0.16% |
Valley Brook Capital Group, Inc. | 17,700 | $152,000 | 0.15% |
Shaker Financial Services, LLC | 30,648 | $264,000 | 0.11% |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 115,579 | $994,000 | 0.07% |
Waterfront Wealth Inc. | 14,131 | $122,000 | 0.06% |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 28,755 | $247,000 | 0.04% |