Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
41,988,101
-
Number of holders
-
63
-
Total 13F shares, excl. options
-
11,392,938
-
Shares change
-
-595,987
-
Total reported value, excl. options
-
$95,930,842
-
Value change
-
-$5,019,470
-
Number of buys
-
28
-
Number of sells
-
21
-
Price
-
$8.42
Institutional Holders of MFS CHARTER INCOME TRUST - Common Stock (MCR) as of Q4 2019
As of 31 Dec 2019 MFS CHARTER INCOME TRUST - Common Stock (MCR) had 63 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 11,392,938 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, SIT INVESTMENT ASSOCIATES INC, 1607 Capital Partners, LLC, Parametric Portfolio Associates LLC, Invesco Ltd., Relative Value Partners Group, LLC, Thomas J. Herzfeld Advisors, Inc., WELLS FARGO & COMPANY/MN, Shaker Financial Services, LLC, and Chapwood Capital Investment Management, LLC.
This table shows 63 institutional shareholders of the security as of 31 Dec 2019.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.