FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 110 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $263,000 | -30.6% | 5,287 | -26.1% | 0.00% | – |
| Q4 2021 | $379,000 | -0.3% | 7,157 | 0.0% | 0.00% | – |
| Q3 2021 | $380,000 | 0.0% | 7,157 | +0.3% | 0.00% | – |
| Q2 2021 | $380,000 | -20.5% | 7,138 | -21.7% | 0.00% | – |
| Q1 2021 | $478,000 | -12.0% | 9,117 | -8.8% | 0.00% | – |
| Q4 2020 | $543,000 | -1.6% | 10,000 | -0.9% | 0.00% | – |
| Q3 2020 | $552,000 | -31.3% | 10,094 | -32.3% | 0.00% | – |
| Q2 2020 | $804,000 | +4.3% | 14,903 | +0.0% | 0.00% | – |
| Q1 2020 | $771,000 | -9.9% | 14,901 | -9.9% | 0.00% | – |
| Q4 2019 | $856,000 | – | 16,546 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kerntke Otto McGlone Wealth Management Group | 392,827 | $20,949,000 | 8.36% |
| Shakespeare Wealth Management, LLC | 358,205 | $19,182,000 | 7.39% |
| CMH Wealth Management LLC | 356,340 | $19,004,000 | 6.35% |
| COUNTRY TRUST BANK | 3,508,535 | $187,110,000 | 5.55% |
| Insight Wealth Partners, LLC | 182,676 | $9,742,000 | 5.19% |
| LVZ, Inc. | 567,919 | $30,287,000 | 4.46% |
| SENTINEL PENSION ADVISORS INC | 200,016 | $10,667,000 | 3.74% |
| VICUS CAPITAL | 387,804 | $20,682,000 | 3.37% |
| RWA WEALTH PARTNERS, LLC | 815,695 | $43,501,000 | 3.25% |
| BAKER BOYER NATIONAL BANK | 131,754 | $6,129,000 | 3.11% |