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MFS Charter Income Trust shares owned by Stifel Financial

Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by Stifel Financial from 13F filings

Historical chart of Stifel Financial investment in MFS Charter Income Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Charter Income Trust held by Stifel Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Charter Income Trust by Stifel Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $993k 158k 6.27
2024-03-31 $955k 151k 6.34
2023-12-31 $863k 134k 6.46
2023-09-30 $795k 136k 5.85
2023-06-30 $767k 122k 6.31
2023-03-31 $749k 119k 6.29
2022-12-31 $734k 119k 6.15
2022-09-30 $708k 119k 5.95
2022-06-30 $757k 120k 6.30
2022-03-31 $971k 132k 7.34
2021-12-31 $1.2M 135k 8.52
2021-09-30 $1.2M 137k 8.60
2021-06-30 $1.4M 156k 8.74
2021-03-31 $1.4M 159k 8.54
2020-12-31 $1.5M 168k 8.77
2020-09-30 $1.1M 132k 8.01
2020-06-30 $1.2M 149k 7.95
2020-03-31 $1.0M 138k 7.41
2019-12-31 $1.2M 143k 8.44
2019-09-30 $1.1M 136k 8.31
2019-06-30 $1.1M 136k 8.12
2019-03-31 $1.1M 142k 7.93
2018-12-31 $1.3M 177k 7.30
2018-09-30 $1.6M 202k 7.76
2018-06-30 $1.5M 192k 7.94
2018-03-31 $1.2M 149k 8.10
2017-12-31 $1.1M 135k 8.46
2017-09-30 $2.0M 233k 8.69
2017-06-30 $1.8M 211k 8.65
2017-03-31 $1.4M 162k 8.61
2016-12-31 $1.8M 206k 8.52
2016-09-30 $1.7M 199k 8.66
2016-06-30 $1.7M 197k 8.47
2016-03-31 $1.2M 144k 8.13
2015-12-31 $966k 127k 7.62
2015-09-30 $1.1M 143k 7.75
2015-06-30 $1.3M 155k 8.47
2015-03-31 $1.4M 163k 8.80
2014-12-31 $1.5M 168k 9.19
2014-09-30 $1.6M 182k 8.86
2014-06-30 $1.7M 181k 9.24
2014-03-31 $1.4M 158k 9.13