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 Q4 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $21,715,000 | -15.7% | 2,958,493 | -2.2% | 0.01% | -15.4% |
| Q4 2021 | $25,765,000 | +0.4% | 3,024,040 | +1.3% | 0.01% | -13.3% |
| Q3 2021 | $25,665,000 | +2.0% | 2,984,321 | +3.7% | 0.02% | +7.1% |
| Q2 2021 | $25,159,000 | +3.6% | 2,878,593 | +1.3% | 0.01% | 0.0% |
| Q1 2021 | $24,274,000 | +279.6% | 2,842,409 | +289.8% | 0.01% | +250.0% |
| Q4 2020 | $6,395,000 | +12.2% | 729,166 | +2.5% | 0.00% | 0.0% |
| Q3 2020 | $5,698,000 | -3.0% | 711,414 | -3.7% | 0.00% | -20.0% |
| Q2 2020 | $5,873,000 | +5.3% | 738,798 | -2.0% | 0.01% | 0.0% |
| Q1 2020 | $5,576,000 | -7.3% | 753,571 | +5.4% | 0.01% | +25.0% |
| Q4 2019 | $6,018,000 | +6.6% | 714,700 | +5.2% | 0.00% | -20.0% |
| Q3 2019 | $5,644,000 | +34.8% | 679,157 | +32.2% | 0.01% | +66.7% |
| Q2 2019 | $4,188,000 | +6.4% | 513,905 | +3.2% | 0.00% | 0.0% |
| Q1 2019 | $3,935,000 | +15.6% | 498,077 | +7.3% | 0.00% | 0.0% |
| Q4 2018 | $3,404,000 | -15.8% | 464,394 | -10.8% | 0.00% | -25.0% |
| Q3 2018 | $4,042,000 | -1.3% | 520,875 | +0.9% | 0.00% | 0.0% |
| Q2 2018 | $4,095,000 | -1.3% | 516,364 | +1.1% | 0.00% | 0.0% |
| Q1 2018 | $4,148,000 | +5.4% | 510,834 | +10.1% | 0.00% | 0.0% |
| Q4 2017 | $3,934,000 | +30.6% | 463,917 | +33.5% | 0.00% | +33.3% |
| Q3 2017 | $3,012,000 | +35.9% | 347,448 | +35.4% | 0.00% | 0.0% |
| Q2 2017 | $2,217,000 | -54.8% | 256,595 | -57.5% | 0.00% | -62.5% |
| Q1 2016 | $4,908,000 | +9.4% | 603,643 | +2.6% | 0.01% | 0.0% |
| Q4 2015 | $4,485,000 | +8.1% | 588,542 | +10.0% | 0.01% | 0.0% |
| Q3 2015 | $4,148,000 | -22.6% | 535,219 | -15.4% | 0.01% | -20.0% |
| Q2 2015 | $5,358,000 | -3.6% | 632,597 | +0.2% | 0.01% | -9.1% |
| Q1 2015 | $5,556,000 | -1.1% | 631,362 | +3.3% | 0.01% | -8.3% |
| Q4 2014 | $5,619,000 | +6.0% | 611,384 | +2.2% | 0.01% | 0.0% |
| Q3 2014 | $5,302,000 | +10.9% | 598,414 | +15.6% | 0.01% | +9.1% |
| Q2 2014 | $4,781,000 | +15.3% | 517,447 | +14.0% | 0.01% | +10.0% |
| Q1 2014 | $4,145,000 | +6.6% | 453,973 | +5.7% | 0.01% | +11.1% |
| Q4 2013 | $3,889,000 | +6.7% | 429,691 | +5.5% | 0.01% | -10.0% |
| Q3 2013 | $3,644,000 | +5.2% | 407,196 | +8.8% | 0.01% | 0.0% |
| Q2 2013 | $3,463,000 | – | 374,344 | – | 0.01% | – |
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% |