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 Q2 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $387,000 | +79.2% | 48,836 | +83.4% | 0.16% | +72.3% |
| Q1 2018 | $216,000 | +10.2% | 26,628 | +15.3% | 0.09% | +20.5% |
| Q4 2017 | $196,000 | -52.3% | 23,085 | -51.5% | 0.08% | -60.8% |
| Q2 2017 | $411,000 | +4.3% | 47,587 | +3.9% | 0.20% | -35.8% |
| Q1 2017 | $394,000 | +59.5% | 45,805 | +57.9% | 0.31% | +47.6% |
| Q4 2016 | $247,000 | -1.2% | 29,016 | +0.3% | 0.21% | -0.5% |
| Q3 2016 | $250,000 | +78.6% | 28,930 | +75.5% | 0.21% | +77.3% |
| Q2 2016 | $140,000 | -78.8% | 16,485 | -81.0% | 0.12% | -77.2% |
| Q4 2015 | $661,000 | +24.0% | 86,759 | +26.1% | 0.52% | +31.8% |
| Q3 2015 | $533,000 | -45.0% | 68,775 | -39.9% | 0.40% | -38.8% |
| Q2 2015 | $969,000 | -51.7% | 114,408 | -49.8% | 0.65% | -49.8% |
| Q1 2015 | $2,006,000 | +134.6% | 228,001 | +136.4% | 1.29% | +119.4% |
| Q3 2014 | $855,000 | +3.4% | 96,466 | +7.8% | 0.59% | -18.3% |
| Q2 2014 | $827,000 | -29.9% | 89,479 | -30.7% | 0.72% | -7.1% |
| Q1 2014 | $1,179,000 | +176.1% | 129,100 | +173.9% | 0.78% | +183.9% |
| Q4 2013 | $427,000 | -42.6% | 47,130 | -43.3% | 0.27% | -40.3% |
| Q3 2013 | $744,000 | +113.8% | 83,177 | +121.2% | 0.46% | +122.9% |
| Q2 2013 | $348,000 | – | 37,602 | – | 0.20% | – |
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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% |