FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 54 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $64,099,000 | +1.8% | 1,239,992 | +1.9% | 0.40% | -6.9% |
| Q3 2019 | $62,942,000 | +1.3% | 1,217,447 | +0.0% | 0.43% | -3.3% |
| Q2 2019 | $62,122,000 | +1.3% | 1,216,883 | -0.8% | 0.45% | -4.1% |
| Q1 2019 | $61,303,000 | +0.6% | 1,227,024 | -2.3% | 0.47% | -14.8% |
| Q4 2018 | $60,964,000 | -0.5% | 1,256,259 | -0.3% | 0.55% | +7.0% |
| Q3 2018 | $61,260,000 | +5.2% | 1,260,226 | +6.3% | 0.51% | -5.5% |
| Q2 2018 | $58,248,000 | 0.0% | 1,185,365 | 0.0% | 0.54% | 0.0% |
| Q1 2018 | $58,248,000 | +60.3% | 1,185,365 | +63.9% | 0.54% | +56.5% |
| Q4 2017 | $36,333,000 | +1.3% | 723,050 | +1.4% | 0.35% | -10.8% |
| Q3 2017 | $35,881,000 | +4.5% | 713,344 | +4.3% | 0.39% | -3.5% |
| Q2 2017 | $34,327,000 | +3.1% | 684,214 | +2.4% | 0.40% | -4.5% |
| Q1 2017 | $33,300,000 | +2.6% | 668,474 | +2.5% | 0.42% | -6.4% |
| Q4 2016 | $32,442,000 | -5.1% | 652,239 | -2.5% | 0.45% | -11.9% |
| Q3 2016 | $34,169,000 | -3.2% | 669,261 | -4.9% | 0.51% | -9.2% |
| Q2 2016 | $35,309,000 | +2.3% | 703,556 | -0.7% | 0.56% | -7.1% |
| Q1 2016 | $34,508,000 | +9.2% | 708,525 | +7.9% | 0.61% | +3.9% |
| Q4 2015 | $31,604,000 | +1.5% | 656,818 | +2.3% | 0.58% | -9.0% |
| Q3 2015 | $31,131,000 | -2.5% | 641,957 | +0.3% | 0.64% | +8.8% |
| Q2 2015 | $31,938,000 | +399125.0% | 639,872 | +426481.3% | 0.59% | – |
| Q1 2015 | $8,000 | – | 150 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kowal Investment Group, LLC | 2,094,466 | $91,234,928 | 24.62% |
| Presidio Capital Management, LLC | 501,302 | $21,836,723 | 19.18% |
| CPA Asset Management LLC | 491,598 | $21,414,009 | 15.02% |
| Goodwin Investment Advisory | 522,298 | $22,751,298 | 13.46% |
| Sunburst Financial Group, LLC | 816,722 | $35,576,393 | 12.55% |
| Blue Chip Partners, LLC | 2,153,777 | $93,818,511 | 11.18% |
| Legacy Wealth Management, Inc | 2,772,731 | $120,780,149 | 10.56% |
| Drake & Associates, LLC | 463,579 | $20,193,482 | 9.15% |
| REGIMEN WEALTH, LLC | 498,628 | $21,720,248 | 8.92% |
| Coyle Financial Counsel LLC | 446,230 | $19,437,796 | 8.14% |