FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 65 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $29,247,648 | +17.6% | 671,434 | +22.6% | 0.02% | +25.0% |
Q2 2023 | $24,869,086 | +3.3% | 547,536 | +4.7% | 0.02% | -4.8% |
Q1 2023 | $24,066,900 | +234.2% | 523,193 | +227.1% | 0.02% | +200.0% |
Q4 2022 | $7,201,759 | -5.1% | 159,968 | -6.3% | 0.01% | -12.5% |
Q3 2022 | $7,586,000 | -3.6% | 170,747 | +0.9% | 0.01% | 0.0% |
Q2 2022 | $7,871,000 | -3.8% | 169,161 | +2.9% | 0.01% | +14.3% |
Q1 2022 | $8,181,000 | +18.1% | 164,379 | +25.8% | 0.01% | +16.7% |
Q4 2021 | $6,926,000 | +41.4% | 130,628 | +41.7% | 0.01% | +50.0% |
Q3 2021 | $4,898,000 | +156.4% | 92,195 | +157.4% | 0.00% | +100.0% |
Q2 2021 | $1,910,000 | +8.6% | 35,814 | +6.8% | 0.00% | 0.0% |
Q1 2021 | $1,758,000 | +14.5% | 33,534 | +18.5% | 0.00% | 0.0% |
Q4 2020 | $1,535,000 | +5.5% | 28,297 | +6.3% | 0.00% | 0.0% |
Q3 2020 | $1,455,000 | +20.0% | 26,620 | +18.4% | 0.00% | 0.0% |
Q2 2020 | $1,213,000 | +21.8% | 22,489 | +16.8% | 0.00% | 0.0% |
Q1 2020 | $996,000 | +11.2% | 19,253 | +11.2% | 0.00% | +100.0% |
Q4 2019 | $896,000 | +1.9% | 17,312 | +1.8% | 0.00% | 0.0% |
Q3 2019 | $879,000 | -1.1% | 17,006 | -2.3% | 0.00% | 0.0% |
Q2 2019 | $889,000 | +16.5% | 17,412 | +14.1% | 0.00% | 0.0% |
Q1 2019 | $763,000 | +4.8% | 15,263 | +1.8% | 0.00% | 0.0% |
Q4 2018 | $728,000 | -16.9% | 14,994 | -16.8% | 0.00% | 0.0% |
Q3 2018 | $876,000 | +2.9% | 18,022 | +3.5% | 0.00% | 0.0% |
Q2 2018 | $851,000 | +106.6% | 17,420 | +107.9% | 0.00% | 0.0% |
Q1 2018 | $412,000 | +89.9% | 8,378 | +93.9% | 0.00% | – |
Q4 2017 | $217,000 | – | 4,321 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Epstein & White Financial LLC | 464,925 | $23,217,000 | 13.33% |
CMH Wealth Management LLC | 328,520 | $16,413,000 | 9.94% |
Cornerstone Wealth Group, LLC | 499,942 | $24,977,000 | 6.27% |
LVZ, Inc. | 305,737 | $15,275,000 | 3.57% |
Nikulski Financial, Inc. | 24,544 | $1,226,000 | 1.19% |
VICUS CAPITAL | 133,015 | $6,781,000 | 1.07% |
Brinker Capital Investments, LLC | 664,963 | $33,222,000 | 1.06% |
Simplicity Solutions, LLC | 316,983 | $15,836,000 | 0.95% |
AE Wealth Management LLC | 207,939 | $10,389,000 | 0.72% |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,227,024 | $61,303,000 | 0.47% |