MFS Charter Income Trust
MCRDelisted Jun 22, 2026- SEC CIK
- 0000851170
MFS Charter Income Trust was delisted on Jun 22, 2026; its insiders filed their last Form 4 on Aug 11, 2026; 66 institutions reported holding it in 13F filings for Q1 2026, worth $105.2M in total; no superinvestor held it.
Q3 2021 vs. Q2 2021
How the institutions holding MFS Charter Income Trust changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Q3 2021 | Change |
|---|---|---|---|
| Holders | 64 | 67 | +3 |
| Shares | 12.5M | 12.1M | −393.5K (−3.2%) |
| Value | $108.9M | $103.8M | −$5.05M (−4.6%) |
New holders (5)
Institutions that held MFS Charter Income Trust at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Shaker Financial Services, LLC | 30,648 | $264.0K | 0.11% |
| Integrated Wealth Concepts LLC | 11,500 | $99.0K | 0.00% |
| Spire Wealth Management | 2,300 | $20.0K | 0.00% |
| Private Ocean, LLC | 1,500 | $13.0K | 0.00% |
| Northwestern Mutual Wealth Management Co | 437 | $4.00K | 0.00% |
Sold out (2)
Institutions that held MFS Charter Income Trust at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Advisory Services Network, LLC | 6,303 | $55.0K |
| Tredje AP-fonden | 7,236 | – |