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MFS CHARTER INCOME TR
MFS CHARTER INCOME TR. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 63 Institutional holders with a total value of $162,058,586.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 AMERIPRISE FINANCIAL INC 2,762 25,000 0.02%
52 FIFTH THIRD BANCORP 2,250 21,000 0.01%
53 FIRST MANHATTAN CO. LLC. 1,385 12,000 0.01%
54 CapWealth Advisors, LLC 1,200 11,000 0.01%
55 North Star Investment Management Corp. 1,000 9,000 0.01%
56 REILLY FINANCIAL ADVISORS, LLC 500 5,000 0.00%
57 Bartlett & Co. LLC 575 5,000 0.00%
58 US BANCORP \DE\ 467 4,000 0.00%
59 PEOPLES FINANCIAL SERVICES CORP. 300 3,000 0.00%
60 AlphaMark Advisors, LLC 300 3,000 0.00% SH
61 DELTA ASSET MANAGEMENT LLC/TN 200 2,000 0.00%
62 Gradient Investments LLC 200 2,000 0.00%
63 Carroll Financial Associates, Inc. 88 1,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.