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 Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $18,046 | +6.2% | 2,934 | +2.1% | 0.00% | – |
| Q3 2022 | $17,000 | 0.0% | 2,874 | +2.2% | 0.00% | – |
| Q2 2022 | $17,000 | -15.0% | 2,812 | +2.3% | 0.00% | – |
| Q1 2022 | $20,000 | -9.1% | 2,749 | +2.2% | 0.00% | – |
| Q4 2021 | $22,000 | 0.0% | 2,689 | +2.0% | 0.00% | – |
| Q3 2021 | $22,000 | 0.0% | 2,636 | +2.0% | 0.00% | – |
| Q2 2021 | $22,000 | +4.8% | 2,584 | +2.0% | 0.00% | – |
| Q1 2021 | $21,000 | 0.0% | 2,533 | +2.1% | 0.00% | – |
| Q4 2020 | $21,000 | +10.5% | 2,482 | +2.1% | 0.00% | – |
| Q3 2020 | $19,000 | +5.6% | 2,430 | +2.1% | 0.00% | – |
| Q2 2020 | $18,000 | +5.9% | 2,380 | +2.1% | 0.00% | – |
| Q1 2020 | $17,000 | -10.5% | 2,331 | +2.3% | 0.00% | – |
| Q4 2019 | $19,000 | +5.6% | 2,279 | +2.2% | 0.00% | – |
| Q3 2019 | $18,000 | +5.9% | 2,230 | +2.2% | 0.00% | – |
| Q2 2019 | $17,000 | +6.2% | 2,183 | +2.2% | 0.00% | – |
| Q1 2019 | $16,000 | +6.7% | 2,135 | +2.2% | 0.00% | – |
| Q4 2018 | $15,000 | 0.0% | 2,089 | +2.4% | 0.00% | – |
| Q3 2018 | $15,000 | 0.0% | 2,041 | +2.3% | 0.00% | – |
| Q2 2018 | $15,000 | 0.0% | 1,996 | +2.3% | 0.00% | – |
| Q1 2018 | $15,000 | -6.2% | 1,952 | +2.3% | 0.00% | – |
| Q4 2017 | $16,000 | 0.0% | 1,909 | +2.2% | 0.00% | – |
| Q3 2017 | $16,000 | +6.7% | 1,868 | +2.2% | 0.00% | – |
| Q2 2017 | $15,000 | 0.0% | 1,828 | +2.2% | 0.00% | – |
| Q1 2017 | $15,000 | +7.1% | 1,789 | +2.2% | 0.00% | – |
| Q4 2016 | $14,000 | 0.0% | 1,750 | +2.2% | 0.00% | – |
| Q3 2016 | $14,000 | 0.0% | 1,712 | +2.2% | 0.00% | – |
| Q2 2016 | $14,000 | +7.7% | 1,675 | +2.3% | 0.00% | – |
| Q1 2016 | $13,000 | +8.3% | 1,638 | +2.3% | 0.00% | – |
| Q4 2015 | $12,000 | 0.0% | 1,601 | +2.4% | 0.00% | – |
| Q3 2015 | $12,000 | 0.0% | 1,564 | +2.4% | 0.00% | – |
| Q2 2015 | $12,000 | -7.7% | 1,527 | +2.0% | 0.00% | – |
| Q1 2015 | $13,000 | 0.0% | 1,497 | +1.6% | 0.00% | – |
| Q4 2014 | $13,000 | +8.3% | 1,474 | +3.1% | 0.00% | – |
| Q3 2014 | $12,000 | -7.7% | 1,430 | +1.6% | 0.00% | – |
| Q2 2014 | $13,000 | +8.3% | 1,408 | +1.7% | 0.00% | – |
| Q1 2014 | $12,000 | 0.0% | 1,385 | +1.6% | 0.00% | – |
| Q4 2013 | $12,000 | 0.0% | 1,363 | +1.6% | 0.00% | – |
| Q3 2013 | $12,000 | +9.1% | 1,341 | +1.7% | 0.00% | – |
| Q2 2013 | $11,000 | – | 1,319 | – | 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% |