FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 170 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $35,462,000 | +1.8% | 664,963 | 0.0% | 0.47% | -10.1% |
Q1 2021 | $34,851,000 | -3.4% | 664,963 | 0.0% | 0.52% | -6.3% |
Q4 2020 | $36,074,000 | -0.9% | 664,963 | -0.1% | 0.56% | -10.4% |
Q3 2020 | $36,388,000 | +1.3% | 665,836 | 0.0% | 0.62% | -58.5% |
Q2 2020 | $35,909,000 | +4.2% | 665,836 | +0.0% | 1.50% | -4.7% |
Q1 2020 | $34,450,000 | +0.1% | 665,707 | +0.1% | 1.58% | +37.2% |
Q4 2019 | $34,405,000 | +0.1% | 664,963 | 0.0% | 1.15% | -3.5% |
Q3 2019 | $34,379,000 | +1.3% | 664,963 | 0.0% | 1.19% | +12.1% |
Q2 2019 | $33,946,000 | +2.2% | 664,963 | 0.0% | 1.06% | 0.0% |
Q1 2019 | $33,222,000 | +2.9% | 664,963 | 0.0% | 1.06% | -5.8% |
Q4 2018 | $32,271,000 | -0.2% | 664,963 | 0.0% | 1.13% | +12.4% |
Q3 2018 | $32,324,000 | +32.0% | 664,963 | +32.7% | 1.00% | +28.1% |
Q2 2018 | $24,494,000 | +1.7% | 501,215 | +2.3% | 0.78% | +0.9% |
Q1 2018 | $24,077,000 | -3.6% | 489,963 | -1.5% | 0.78% | -6.3% |
Q4 2017 | $24,983,000 | -0.1% | 497,175 | 0.0% | 0.83% | -6.8% |
Q3 2017 | $25,008,000 | +0.0% | 497,175 | -0.3% | 0.89% | -6.6% |
Q2 2017 | $25,003,000 | +2.4% | 498,661 | +1.8% | 0.95% | -4.4% |
Q1 2017 | $24,415,000 | +78.4% | 489,963 | +78.2% | 1.00% | +71.8% |
Q4 2016 | $13,689,000 | -7.5% | 274,883 | -5.2% | 0.58% | -6.3% |
Q3 2016 | $14,805,000 | +1.5% | 289,883 | 0.0% | 0.62% | -0.3% |
Q2 2016 | $14,581,000 | +3.0% | 289,883 | 0.0% | 0.62% | +2.1% |
Q1 2016 | $14,155,000 | +5.7% | 289,883 | +3.9% | 0.61% | +4.8% |
Q4 2015 | $13,392,000 | +284.8% | 279,000 | +287.5% | 0.58% | +280.9% |
Q3 2015 | $3,480,000 | -2.9% | 72,000 | 0.0% | 0.15% | +10.1% |
Q2 2015 | $3,583,000 | +182.6% | 72,000 | +188.0% | 0.14% | +187.5% |
Q1 2015 | $1,268,000 | – | 25,000 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Kowal Investment Group, LLC | 1,997,662 | $90,733,828 | 24.27% |
Presidio Capital Management, LLC | 660,216 | $29,987,008 | 24.02% |
CPA Asset Management LLC | 474,569 | $21,554,924 | 15.49% |
Goodwin Investment Advisory | 513,231 | $23,310,967 | 13.61% |
Drake & Associates, LLC | 453,050 | $20,577,545 | 9.20% |
REGIMEN WEALTH, LLC | 445,862 | $20,251,052 | 8.40% |
Navalign, LLC | 437,137 | $19,854,763 | 7.92% |
Sunburst Financial Group, LLC | 485,060 | $22,031,425 | 7.69% |
WEALTH MANAGEMENT RESOURCES, INC. | 288,649 | $13,110,474 | 7.62% |
Shakespeare Wealth Management, LLC | 475,149 | $21,581,273 | 7.38% |