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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.1M | 165k | 6.42 |
| 2025-06-30 | $997k | 157k | 6.36 |
| 2025-03-31 | $1.1M | 172k | 6.27 |
| 2024-12-31 | $1.2M | 181k | 6.38 |
| 2024-09-30 | $1.2M | 180k | 6.57 |
| 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 |