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

Institutional Holders (2016Q2)
Portfolio Summary: 63 Institutional holders with a total value of $166,880,431.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 FIRST MANHATTAN CO. LLC. 1,675 14,000 0.01%
52 GENEOS WEALTH MANAGEMENT INC. 666 5,000 0.00%
53 North Star Investment Management Corp. 550 5,000 0.00%
54 Bartlett & Co. LLC 575 5,000 0.00%
55 PENSERRA CAPITAL MANAGEMENT LLC 578 5,000 0.00%
56 SEI INVESTMENTS CO 625 5,000 0.00%
57 REILLY FINANCIAL ADVISORS, LLC 500 4,000 0.00%
58 Carroll Financial Associates, Inc. 585 4,000 0.00%
59 WOLVERINE TRADING LP /BD 370 3,115 0.00%
60 PEOPLES FINANCIAL SERVICES CORP. 300 3,000 0.00%
61 AlphaMark Advisors, LLC 300 3,000 0.00%
62 DELTA ASSET MANAGEMENT LLC/TN 200 2,000 0.00%
63 NEXT Financial Group, Inc 193 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.