MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

61 hedge funds and large institutions have $99.4M invested in MFS Charter Income Trust in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
61
Holders Change
-8
Holders Change %
-11.59%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
18
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$982K
2
1CP
2
1607 Capital Partners
Virginia
$13M
3
Invesco
3
Invesco
Georgia
$5.64M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.2M
5
LPL Financial
5
LPL Financial
California
$925K

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
RVPG
2
Relative Value Partners Group
$13.2M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$1.59M
4
SFS
4
Shaker Financial Services
Virginia
$402K
5
Wells Fargo
5
Wells Fargo
California
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
26
SeaCrest Wealth Management
New York
$341K 41,795 +2,839 +7%
AG
27
Advisor Group
Arizona
$292K 35,844 -2,000 -5%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$275K 33,749 +1,630 +5%
DAS
29
Dynamic Advisor Solutions
Arizona
$252K 30,938 +1,517 +5%
GHAM
30
Gilman Hill Asset Management
Connecticut
$237K 29,075 – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$184K 22,580 -6,226 -22%
FAAS
32
First Allied Advisory Services
California
$158K 19,373 +4,528 +31%
WAM
33
Wolverine Asset Management
Illinois
$146K 17,928 -101,985 -85%
MOS
34
MGO One Seven
Ohio
$129K 15,853 +293 +2%
PWPS
35
Pinnacle Wealth Planning Services
Ohio
$122K 15,003 -300 -2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$106K 12,966 -3,767 -23%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$103K 12,626 +1,511 +14%
PTC
38
Philadelphia Trust Company
Pennsylvania
$98K 12,000 – –
WA
39
Waverly Advisors
Alabama
$90K 11,020 – –
RPA
40
Rock Point Advisors
Vermont
$89K 10,900 – –
Creative Planning
41
Creative Planning
Kansas
$83K 10,139 +10,139 New
FIA
42
FNY Investment Advisers
New York
$36K 4,475 -17,078 -79%
Citigroup
43
Citigroup
New York
$29K 3,569 -1,462 -29%
PB
44
Pinnacle Bancorp
Nebraska
$26K 3,200 – –
LIA
45
LS Investment Advisors
Michigan
$23K 2,800 – –
EIP
46
Ellis Investment Partners
Pennsylvania
$20K 2,548 +2,548 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$19K 2,305 – –
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$18K 2,250 – –
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$17K 2,102 – –
First Manhattan
50
First Manhattan
New York
$17K 2,183 +48 +2%
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2
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