MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 64 filers reported holding MFS CHARTER INCOME TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $81,000 | +1.2% | 9,400 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $80,000 | -1.2% | 9,400 | 0.0% | 0.01% | -12.5% |
| Q3 2016 | $81,000 | +1.2% | 9,400 | 0.0% | 0.01% | -11.1% |
| Q2 2016 | $80,000 | +5.3% | 9,400 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $76,000 | +5.6% | 9,400 | 0.0% | 0.01% | -10.0% |
| Q4 2015 | $72,000 | -1.4% | 9,400 | 0.0% | 0.01% | -9.1% |
| Q3 2015 | $73,000 | -8.8% | 9,400 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $80,000 | -3.6% | 9,400 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $83,000 | -3.5% | 9,400 | 0.0% | 0.01% | -31.2% |
| Q4 2014 | $86,000 | +3.6% | 9,400 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $83,000 | -4.6% | 9,400 | 0.0% | 0.02% | -27.3% |
| Q2 2014 | $87,000 | +1.2% | 9,400 | 0.0% | 0.02% | -35.3% |
| Q1 2014 | $86,000 | +1.2% | 9,400 | 0.0% | 0.03% | +17.2% |
| Q4 2013 | $85,000 | +1.2% | 9,400 | 0.0% | 0.03% | -3.3% |
| Q3 2013 | $84,000 | -3.4% | 9,400 | 0.0% | 0.03% | -11.8% |
| Q2 2013 | $87,000 | – | 9,400 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relative Value Partners Group, LLC | 2,309,796 | $18,756,000 | 2.08% |
| Kelman-Lazarov, Inc. | 359,229 | $2,917,000 | 1.57% |
| Point View Wealth Management, Inc. | 146,546 | $1,190,000 | 0.57% |
| 1607 Capital Partners, LLC | 1,134,201 | $9,210,000 | 0.51% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 743,051 | $6,034,000 | 0.45% |
| SIT INVESTMENT ASSOCIATES INC | 1,160,449 | $9,423,000 | 0.23% |
| Benchmark Capital Advisors | 35,650 | $289,000 | 0.23% |
| Gilman Hill Asset Management, LLC | 55,200 | $448,000 | 0.20% |
| Kovitz Investment Group Partners, LLC | 433,234 | $3,518,000 | 0.17% |
| Pinnacle Wealth Planning Services, Inc. | 15,920 | $129,000 | 0.13% |