MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 66 filers reported holding MFS CHARTER INCOME TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,745 | -38.6% | 1,324 | -33.8% | 0.00% | – |
| Q2 2023 | $12,620 | +0.3% | 2,000 | 0.0% | 0.00% | – |
| Q1 2023 | $12,580 | +2.3% | 2,000 | 0.0% | 0.00% | – |
| Q4 2022 | $12,300 | +515.0% | 2,000 | +700.0% | 0.00% | – |
| Q4 2017 | $2,000 | -75.0% | 250 | -74.1% | 0.00% | – |
| Q3 2017 | $8,000 | +166.7% | 967 | +222.3% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 300 | -25.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q3 2016 | $3,000 | -76.9% | 400 | -75.7% | 0.00% | – |
| Q3 2015 | $13,000 | -7.1% | 1,647 | 0.0% | 0.00% | – |
| Q2 2015 | $14,000 | +250.0% | 1,647 | +252.7% | 0.00% | – |
| Q1 2015 | $4,000 | 0.0% | 467 | 0.0% | 0.00% | – |
| Q4 2014 | $4,000 | 0.0% | 467 | 0.0% | 0.00% | – |
| Q3 2014 | $4,000 | 0.0% | 467 | 0.0% | 0.00% | – |
| Q2 2014 | $4,000 | 0.0% | 467 | 0.0% | 0.00% | – |
| Q1 2014 | $4,000 | -77.8% | 467 | -76.6% | 0.00% | – |
| Q3 2013 | $18,000 | -5.3% | 2,000 | 0.0% | 0.00% | – |
| Q2 2013 | $19,000 | – | 2,000 | – | 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% |