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 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $7,000 | -41.7% | 893 | -40.5% | 0.00% | – |
| Q2 2020 | $12,000 | -25.0% | 1,502 | -30.5% | 0.00% | – |
| Q1 2020 | $16,000 | 0.0% | 2,161 | +10.5% | 0.00% | – |
| Q4 2019 | $16,000 | 0.0% | 1,956 | +2.1% | 0.00% | – |
| Q3 2019 | $16,000 | -5.9% | 1,915 | -8.9% | 0.00% | – |
| Q2 2019 | $17,000 | 0.0% | 2,102 | 0.0% | 0.00% | – |
| Q1 2019 | $17,000 | -29.2% | 2,102 | -35.7% | 0.00% | – |
| Q4 2018 | $24,000 | -4.0% | 3,269 | 0.0% | 0.00% | – |
| Q3 2018 | $25,000 | -37.5% | 3,269 | -35.4% | 0.00% | – |
| Q2 2018 | $40,000 | -2.4% | 5,059 | 0.0% | 0.00% | – |
| Q1 2018 | $41,000 | -4.7% | 5,059 | 0.0% | 0.00% | – |
| Q4 2017 | $43,000 | -2.3% | 5,059 | 0.0% | 0.00% | – |
| Q3 2017 | $44,000 | -4.3% | 5,059 | -4.9% | 0.00% | – |
| Q2 2017 | $46,000 | -54.0% | 5,320 | -54.0% | 0.00% | – |
| Q1 2017 | $100,000 | -4.8% | 11,577 | -8.4% | 0.00% | – |
| Q4 2016 | $105,000 | +228.1% | 12,633 | +260.9% | 0.00% | – |
| Q2 2013 | $32,000 | – | 3,500 | – | 0.00% | – |
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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% |