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 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% | – |
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% |