What does CUSIP 552727109 represent in this 13F holders report?

CUSIP 552727109 is the security identifier for MCR - MFS CHARTER INCOME TRUST - Common Stock used to aggregate holder disclosures.

How many institutions held MCR - MFS CHARTER INCOME TRUST - Common Stock in Q1 2016?

62 institutional investors reported MCR - MFS CHARTER INCOME TRUST - Common Stock for Q1 2016. Use the holders table for investor-level position and value details.

MFS CHARTER INCOME TRUST - Common Stock (MCR)

CUSIP: 552727109

Q1 2016 13F Holders as of 31 Mar 2016

Type / Class: Equity / Common Stock
Shares outstanding: 41,815,745
Total 13F shares: 21,238,446
Share change: -1,197,700
Total reported value: $170,353,479
Price per share: $8.13
Number of holders: 62
Value change: -$9,615,260
Number of buys: 28
Number of sells: 25

Quarterly Holders Quick Answers

What is CUSIP 552727109?
CUSIP 552727109 identifies MCR - MFS CHARTER INCOME TRUST - Common Stock in SEC institutional holdings data.

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Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q2 2016
Previous quarter: Q4 2015

Recent filing periods for CUSIP 552727109:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of MCR - MFS CHARTER INCOME TRUST - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
Relative Value Partners Group, LLC	13F	Company	11%	4,444,848	$33,870,000	—	31 Dec 2015	13F
MORGAN STANLEY	13F	Company	8.3%	3,470,842	$26,448,000	—	31 Dec 2015	13F
WELLS FARGO & COMPANY/MN	13F	Company	7.3%	3,067,237	$23,373,000	—	31 Dec 2015	13F
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F	Company	3.8%	1,597,805	$12,175,000	—	31 Dec 2015	13F
UBS Group AG	13F	Company	3.2%	1,342,213	$10,227,000	—	31 Dec 2015	13F
Saba Capital Management, L.P.	13F	Company	2.6%	1,089,442	$8,302,000	—	31 Dec 2015	13F
1607 Capital Partners, LLC	13F	Company	2.5%	1,039,768	$7,923,000	—	31 Dec 2015	13F
SIT INVESTMENT ASSOCIATES INC	13F	Company	1.6%	674,561	$5,140,000	—	31 Dec 2015	13F
BANK OF AMERICA CORP /DE/	13F	Company	1.6%	655,479	$4,995,000	—	31 Dec 2015	13F
Invesco Ltd.	13F	Company	1.5%	614,001	$4,679,000	—	31 Dec 2015	13F
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13F	Company	1.4%	588,542	$4,485,000	—	31 Dec 2015	13F
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD	13F	Company	1.2%	502,666	$3,830,000	—	31 Dec 2015	13F
Laurion Capital Management LP	13F	Company	0.75%	313,210	$2,387,000	—	31 Dec 2015	13F
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	13F	Company	0.66%	276,011	$2,103,000	—	31 Dec 2015	13F
Shaker Financial Services, LLC	13F	Company	0.44%	183,200	$1,396,000	—	31 Dec 2015	13F
Kovitz Investment Group, LLC	13F	Company	0.43%	181,175	$1,381,000	—	31 Dec 2015	13F
Point View Wealth Management, Inc.	13F	Company	0.42%	176,221	$1,343,000	—	31 Dec 2015	13F
CITIGROUP INC	13F	Company	0.35%	146,026	$1,113,000	—	31 Dec 2015	13F
HighTower Advisors, LLC	13F	Company	0.34%	141,501	$1,078,000	—	31 Dec 2015	13F
STIFEL FINANCIAL CORP	13F	Company	0.33%	140,071	$1,067,000	—	31 Dec 2015	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	0.28%	116,147	$885,000	—	31 Dec 2015	13F
BLACKROCK ADVISORS LLC	13F	Company	0.26%	107,703	$821,000	—	31 Dec 2015	13F
LPL Financial LLC	13F	Company	0.25%	103,876	$799,000	—	31 Dec 2015	13F
SENTINEL TRUST CO LBA	13F	Company	0.25%	103,990	$792,000	—	31 Dec 2015	13F
DOLIVER ADVISORS, LP	13F	Company	0.21%	86,759	$661,000	—	31 Dec 2015	13F
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	13F	Company	0.2%	85,570	$651,000	—	31 Dec 2015	13F
Starfire Investment Advisers, Inc.	13F	Company	0.17%	69,550	$529,971	—	31 Dec 2015	13F
Benchmark Capital Advisors	13F	Company	0.15%	61,650	$470,000	—	31 Dec 2015	13F
GUGGENHEIM CAPITAL LLC	13F	Company	0.13%	53,533	$408,000	—	31 Dec 2015	13F
Gilman Hill Asset Management, LLC	13F	Company	0.11%	45,075	$343,000	—	31 Dec 2015	13F
Weiss Asset Management LP	13F	Company	0.1%	43,005	$328,000	—	31 Dec 2015	13F
AMERICAN INTERNATIONAL GROUP, INC.	13F	Company	0.09%	39,475	$300,000	—	31 Dec 2015	13F
TFS CAPITAL LLC	13F	Company	0.06%	27,094	$206,000	—	31 Dec 2015	13F
Yellowstone Partners, LLC	13F	Company	0.06%	26,281	$200,000	—	31 Dec 2015	13F
Ancora Advisors LLC	13F	Company	0.06%	25,000	$190,000	—	31 Dec 2015	13F
ROYAL BANK OF CANADA	13F	Company	0.06%	23,712	$181,000	—	31 Dec 2015	13F
Global Endowment Management, LP	13F	Company	0.05%	20,000	$152,000	—	31 Dec 2015	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	0.04%	18,540	$142,000	—	31 Dec 2015	13F
Prospera Financial Services Inc	13F	Company	0.03%	14,189	$108,000	—	31 Dec 2015	13F
Virtu KCG Holdings LLC	13F	Company	0.03%	11,930	$91,000	—	31 Dec 2015	13F
Rock Point Advisors, LLC	13F	Company	0.03%	10,900	$83,000	—	31 Dec 2015	13F
Laurel Wealth Advisors, Inc.	13F	Company	0.02%	10,060	$77,000	—	31 Dec 2015	13F
M&R CAPITAL MANAGEMENT INC	13F	Company	0.02%	10,000	$76,000	—	31 Dec 2015	13F
FIFTH THIRD BANCORP	13F	Company	0.02%	9,650	$74,000	—	31 Dec 2015	13F
PAYDEN & RYGEL	13F	Company	0.02%	9,400	$72,000	—	31 Dec 2015	13F
Asset Dedication, LLC	13F	Company	0.02%	9,200	$70,000	—	31 Dec 2015	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	0.02%	9,058	$70,000	—	31 Dec 2015	13F
MSI Financial Services Inc	13F	Company	0.01%	6,122	$47,000	—	31 Dec 2015	13F
WFG Advisors, LP	13F	Company	0.01%	4,276	$33,000	—	31 Dec 2015	13F
Creative Planning	13F	Company	0.01%	3,954	$30,000	—	31 Dec 2015	13F

Institutional Holders of MFS CHARTER INCOME TRUST - Common Stock (MCR) as of Q1 2016

As of 31 Mar 2016, MFS CHARTER INCOME TRUST - Common Stock (MCR) was held by 62 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 21,238,446 shares. The largest 10 holders included Relative Value Partners Group, LLC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Saba Capital Management, L.P., RIVERNORTH CAPITAL MANAGEMENT, LLC, 1607 Capital Partners, LLC, SIT INVESTMENT ASSOCIATES INC, BANK OF AMERICA CORP /DE/, Invesco Ltd., and PARAMETRIC PORTFOLIO ASSOCIATES LLC. This page lists 62 institutional shareholders reporting positions in this security for the Q1 2016 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q1 2016 vs Q4 2015 Across Filers

Q4 2015 holders

Q1 2016 holders

Holder diff

-3

Investor	Q4 2015 Shares	Q1 2016 Shares	Share Diff	Share Chg %	Q4 2015 Value $	Q1 2016 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.