FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 77 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,953,210 | +9.4% | 1,261,552 | +14.1% | 0.04% | +5.6% |
| Q2 2023 | $50,237,373 | +24.7% | 1,106,063 | +26.3% | 0.04% | +16.1% |
| Q1 2023 | $40,275,523 | +34.7% | 875,555 | +31.9% | 0.03% | +19.2% |
| Q4 2022 | $29,891,415 | +65.1% | 663,959 | +62.9% | 0.03% | +52.9% |
| Q3 2022 | $18,109,000 | +41.9% | 407,575 | +48.6% | 0.02% | +41.7% |
| Q2 2022 | $12,761,000 | -2.7% | 274,247 | +4.1% | 0.01% | +9.1% |
| Q1 2022 | $13,116,000 | -1.0% | 263,525 | +5.5% | 0.01% | 0.0% |
| Q4 2021 | $13,249,000 | +26.2% | 249,881 | +26.5% | 0.01% | +10.0% |
| Q3 2021 | $10,498,000 | +4.6% | 197,584 | +5.0% | 0.01% | 0.0% |
| Q2 2021 | $10,034,000 | +3.2% | 188,157 | +1.5% | 0.01% | -9.1% |
| Q1 2021 | $9,720,000 | -9.5% | 185,464 | -6.3% | 0.01% | -21.4% |
| Q4 2020 | $10,740,000 | +10.7% | 197,965 | +11.5% | 0.01% | -6.7% |
| Q3 2020 | $9,706,000 | +16.8% | 177,601 | +15.3% | 0.02% | +7.1% |
| Q2 2020 | $8,310,000 | +14.9% | 154,089 | +10.2% | 0.01% | -12.5% |
| Q1 2020 | $7,233,000 | +58.5% | 139,775 | +58.5% | 0.02% | +100.0% |
| Q4 2019 | $4,563,000 | +17.8% | 88,192 | +17.7% | 0.01% | 0.0% |
| Q3 2019 | $3,874,000 | +7.5% | 74,923 | +6.1% | 0.01% | 0.0% |
| Q2 2019 | $3,605,000 | +13.9% | 70,619 | +11.5% | 0.01% | +14.3% |
| Q1 2019 | $3,164,000 | +40.9% | 63,323 | +36.8% | 0.01% | +16.7% |
| Q4 2018 | $2,246,000 | +522.2% | 46,272 | +523.7% | 0.01% | +500.0% |
| Q3 2018 | $361,000 | -2.4% | 7,419 | -2.1% | 0.00% | 0.0% |
| Q2 2018 | $370,000 | -33.8% | 7,577 | -33.3% | 0.00% | -50.0% |
| Q1 2018 | $559,000 | -2.4% | 11,368 | -0.3% | 0.00% | 0.0% |
| Q4 2017 | $573,000 | +20.9% | 11,404 | +20.9% | 0.00% | 0.0% |
| Q3 2017 | $474,000 | +0.2% | 9,431 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $473,000 | +83.3% | 9,431 | +78.9% | 0.00% | +100.0% |
| Q1 2016 | $258,000 | -4.8% | 5,272 | -7.1% | 0.00% | 0.0% |
| Q4 2015 | $271,000 | -54.1% | 5,672 | -52.0% | 0.00% | -66.7% |
| Q2 2015 | $590,000 | +5.9% | 11,828 | +8.0% | 0.00% | 0.0% |
| Q1 2015 | $557,000 | – | 10,952 | – | 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% |