MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 69 filers reported holding MFS CHARTER INCOME TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,775 | -7.3% | 474 | 0.0% | 0.00% | – |
| Q2 2023 | $2,993 | +0.3% | 474 | 0.0% | 0.00% | – |
| Q1 2023 | $2,983 | +2.3% | 474 | 0.0% | 0.00% | – |
| Q4 2022 | $2,917 | -2.8% | 474 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 474 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -82.4% | 474 | -79.4% | 0.00% | – |
| Q1 2022 | $17,000 | -15.0% | 2,305 | 0.0% | 0.00% | – |
| Q4 2021 | $20,000 | 0.0% | 2,305 | 0.0% | 0.00% | – |
| Q3 2021 | $20,000 | 0.0% | 2,305 | 0.0% | 0.00% | – |
| Q2 2021 | $20,000 | 0.0% | 2,305 | 0.0% | 0.00% | – |
| Q1 2021 | $20,000 | 0.0% | 2,305 | 0.0% | 0.00% | – |
| Q4 2020 | $20,000 | +11.1% | 2,305 | 0.0% | 0.00% | – |
| Q3 2020 | $18,000 | 0.0% | 2,305 | 0.0% | 0.00% | – |
| Q2 2020 | $18,000 | +28.6% | 2,305 | +25.9% | 0.00% | – |
| Q1 2020 | $14,000 | -26.3% | 1,831 | -20.6% | 0.00% | – |
| Q4 2019 | $19,000 | 0.0% | 2,305 | 0.0% | 0.00% | – |
| Q3 2019 | $19,000 | 0.0% | 2,305 | 0.0% | 0.00% | – |
| Q2 2019 | $19,000 | +5.6% | 2,305 | 0.0% | 0.00% | – |
| Q1 2019 | $18,000 | -67.3% | 2,305 | -69.4% | 0.00% | – |
| Q4 2018 | $55,000 | +205.6% | 7,535 | +226.9% | 0.00% | – |
| Q3 2018 | $18,000 | 0.0% | 2,305 | 0.0% | 0.00% | – |
| Q2 2018 | $18,000 | -55.0% | 2,305 | -52.8% | 0.00% | – |
| Q1 2018 | $40,000 | -2.4% | 4,884 | 0.0% | 0.00% | – |
| Q4 2017 | $41,000 | -76.8% | 4,884 | -76.1% | 0.00% | – |
| Q3 2017 | $177,000 | 0.0% | 20,469 | 0.0% | 0.00% | – |
| Q2 2017 | $177,000 | -45.5% | 20,469 | -45.9% | 0.00% | – |
| Q1 2017 | $325,000 | +89.0% | 37,820 | +87.9% | 0.00% | – |
| Q4 2016 | $172,000 | +8.9% | 20,130 | +10.6% | 0.00% | – |
| Q3 2016 | $158,000 | +0.6% | 18,205 | -2.1% | 0.00% | – |
| Q2 2016 | $157,000 | +4.0% | 18,603 | +0.2% | 0.00% | – |
| Q1 2016 | $151,000 | +6.3% | 18,571 | +0.2% | 0.00% | – |
| Q4 2015 | $142,000 | +255.0% | 18,540 | +257.6% | 0.00% | – |
| Q3 2015 | $40,000 | -9.1% | 5,184 | +0.6% | 0.00% | – |
| Q2 2015 | $44,000 | -2.2% | 5,152 | +0.6% | 0.00% | – |
| Q1 2015 | $45,000 | +1025.0% | 5,123 | +1180.8% | 0.00% | – |
| Q2 2014 | $4,000 | +100.0% | 400 | +96.1% | 0.00% | – |
| Q3 2013 | $2,000 | 0.0% | 204 | 0.0% | 0.00% | – |
| Q2 2013 | $2,000 | – | 204 | – | 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% |