MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 61 filers reported holding MFS CHARTER INCOME TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $23,000 | -63.5% | 2,669 | -62.5% | 0.00% | – |
| Q2 2021 | $63,000 | 0.0% | 7,111 | -3.7% | 0.00% | – |
| Q1 2021 | $63,000 | -76.0% | 7,384 | -75.3% | 0.00% | – |
| Q4 2020 | $262,000 | +315.9% | 29,910 | +281.4% | 0.00% | – |
| Q3 2020 | $63,000 | -3.1% | 7,843 | -4.3% | 0.00% | – |
| Q2 2020 | $65,000 | +4.8% | 8,195 | -3.3% | 0.00% | – |
| Q1 2020 | $62,000 | -8.8% | 8,478 | +5.1% | 0.00% | – |
| Q4 2019 | $68,000 | +161.5% | 8,064 | +153.9% | 0.00% | – |
| Q3 2019 | $26,000 | -10.3% | 3,176 | -11.0% | 0.00% | – |
| Q2 2019 | $29,000 | -27.5% | 3,569 | -29.1% | 0.00% | – |
| Q1 2019 | $40,000 | +233.3% | 5,031 | +199.5% | 0.00% | – |
| Q4 2018 | $12,000 | -76.5% | 1,680 | -74.4% | 0.00% | – |
| Q3 2018 | $51,000 | +183.3% | 6,573 | +195.9% | 0.00% | – |
| Q2 2018 | $18,000 | +38.5% | 2,221 | +40.7% | 0.00% | – |
| Q1 2018 | $13,000 | 0.0% | 1,578 | +3.5% | 0.00% | – |
| Q4 2017 | $13,000 | -95.9% | 1,524 | -95.8% | 0.00% | – |
| Q3 2017 | $315,000 | -81.1% | 36,278 | -81.2% | 0.00% | -100.0% |
| Q2 2017 | $1,666,000 | -2.5% | 192,907 | -2.8% | 0.00% | 0.0% |
| Q1 2017 | $1,708,000 | -19.7% | 198,431 | -20.6% | 0.00% | 0.0% |
| Q4 2016 | $2,128,000 | +1.9% | 249,784 | +3.3% | 0.00% | 0.0% |
| Q3 2016 | $2,089,000 | +18.0% | 241,816 | +15.7% | 0.00% | 0.0% |
| Q2 2016 | $1,770,000 | -1.8% | 209,026 | -5.7% | 0.00% | 0.0% |
| Q1 2016 | $1,802,000 | +61.9% | 221,651 | +51.8% | 0.00% | +100.0% |
| Q4 2015 | $1,113,000 | +6.3% | 146,026 | +8.1% | 0.00% | 0.0% |
| Q3 2015 | $1,047,000 | -8.6% | 135,041 | -0.2% | 0.00% | 0.0% |
| Q2 2015 | $1,145,000 | -3.7% | 135,262 | +0.1% | 0.00% | 0.0% |
| Q1 2015 | $1,189,000 | +375.6% | 135,122 | +396.1% | 0.00% | – |
| Q4 2014 | $250,000 | +733.3% | 27,237 | +692.0% | 0.00% | – |
| Q3 2014 | $30,000 | +25.0% | 3,439 | +28.8% | 0.00% | – |
| Q2 2014 | $24,000 | -7.7% | 2,671 | -8.7% | 0.00% | – |
| Q1 2014 | $26,000 | -39.5% | 2,924 | -39.2% | 0.00% | – |
| Q4 2013 | $43,000 | -17.3% | 4,812 | -15.3% | 0.00% | – |
| Q3 2013 | $52,000 | -68.7% | 5,682 | -68.2% | 0.00% | – |
| Q2 2013 | $166,000 | – | 17,890 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 218,571 | $1,278,641 | 0.60% |
| Stonebridge Financial Planning Group, LLC | 73,864 | $432,107 | 0.28% |
| Fortitude Advisory Group L.L.C. | 56,437 | $330,154 | 0.22% |
| SIT INVESTMENT ASSOCIATES INC | 1,236,068 | $7,231 | 0.20% |
| Altus Wealth Group LLC | 30,413 | $177,914 | 0.11% |
| Valley Brook Capital Group, Inc. | 14,100 | $82,485 | 0.08% |
| L.M. KOHN & COMPANY | 24,574 | $143,757 | 0.05% |
| 9258 Wealth Management, LLC | 41,182 | $240,913 | 0.05% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 27,876 | $163,075 | 0.02% |
| SignalPoint Asset Management, LLC | 11,061 | $64,708 | 0.02% |