MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 63 filers reported holding MFS CHARTER INCOME TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $994,000 | +34.9% | 115,579 | +37.0% | 0.07% | +34.0% |
Q2 2021 | $737,000 | +57.8% | 84,379 | +54.3% | 0.05% | +47.1% |
Q1 2021 | $467,000 | +32.3% | 54,675 | +35.7% | 0.03% | +25.9% |
Q4 2020 | $353,000 | +44.7% | 40,300 | +39.9% | 0.03% | +28.6% |
Q3 2020 | $244,000 | -58.9% | 28,800 | -61.4% | 0.02% | -63.2% |
Q2 2020 | $594,000 | -19.1% | 74,703 | -24.7% | 0.06% | -32.1% |
Q1 2020 | $734,000 | -11.9% | 99,203 | +0.3% | 0.08% | +7.7% |
Q4 2019 | $833,000 | +17.7% | 98,950 | +16.1% | 0.08% | +2.6% |
Q3 2019 | $708,000 | -25.9% | 85,236 | -27.3% | 0.08% | -23.2% |
Q2 2019 | $955,000 | -1.8% | 117,226 | -4.8% | 0.10% | -6.6% |
Q1 2019 | $973,000 | +10.4% | 123,112 | +2.4% | 0.11% | -2.8% |
Q4 2018 | $881,000 | – | 120,204 | – | 0.11% | – |
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% |