Q4 2017 13F Holders as of 12/31/2017
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
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42M
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Number of holders
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59
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Total 13F shares, excl. options
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10.7M
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Shares change
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-1.44M
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Total reported value, excl. options
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$90.5M
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Value change
-
-$12.3M
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Number of buys
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14
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Number of sells
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-28
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Price
-
$8.48
Significant Holders of MFS CHARTER INCOME TRUST - Common Stock (MCR) as of Q4 2017
66 filings reported holding MCR - MFS CHARTER INCOME TRUST - Common Stock as of Q4 2017.
MFS CHARTER INCOME TRUST - Common Stock (MCR) has 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.7M shares
of 42M outstanding shares and own 25.42% of the company stock.
Largest 10 shareholders include Relative Value Partners Group, LLC (2.5M shares), SIT INVESTMENT ASSOCIATES INC (1.14M shares), WELLS FARGO & COMPANY/MN (1.14M shares), 1607 Capital Partners, LLC (1.14M shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (785K shares), Invesco Ltd. (668K shares), BANK OF AMERICA CORP /DE/ (563K shares), Kovitz Investment Group Partners, LLC (521K shares), Parametric Portfolio Associates LLC (464K shares), and Kelman-Lazarov, Inc. (367K shares).
This table shows the top 59 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.