Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
41,988,101
-
Total 13F shares
-
12,790,926
-
Share change
-
+2,086,148
-
Total reported value
-
$109,247,417
-
Price per share
-
$8.54
-
Number of holders
-
65
-
Value change
-
+$17,783,335
-
Number of buys
-
25
-
Number of sells
-
29
Institutional Holders of MFS CHARTER INCOME TRUST - Common Stock (MCR) as of Q1 2021
As of 31 Mar 2021,
MFS CHARTER INCOME TRUST - Common Stock (MCR) was held by
65 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,790,926 shares.
The largest 10 holders included
MORGAN STANLEY, Parametric Portfolio Associates LLC, SIT INVESTMENT ASSOCIATES INC, WELLS FARGO & COMPANY/MN, Invesco Ltd., BANK OF AMERICA CORP /DE/, UBS Group AG, CENTAURUS FINANCIAL, INC., LPL Financial LLC, and STIFEL FINANCIAL CORP.
This page lists
65
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| 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.