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 Q3 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $140,000 | +14.8% | 18,950 | +34.7% | 0.00% | – |
| Q2 2017 | $122,000 | -20.3% | 14,072 | -28.8% | 0.00% | – |
| Q3 2015 | $153,000 | -12.6% | 19,760 | -0.2% | 0.00% | – |
| Q3 2014 | $175,000 | -82.5% | 19,804 | -81.7% | 0.00% | – |
| Q2 2014 | $998,000 | -2.8% | 108,021 | -4.0% | 0.00% | – |
| Q1 2014 | $1,027,000 | +97.1% | 112,538 | +95.3% | 0.00% | – |
| Q4 2013 | $521,000 | -7.8% | 57,617 | -8.7% | 0.00% | – |
| Q3 2013 | $565,000 | – | 63,109 | – | 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% |