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 2018 | $7,621,000 | -12.5% | 157,025 | -12.3% | 4.44% | +6.5% |
| Q3 2018 | $8,708,000 | +5.5% | 179,136 | +6.0% | 4.17% | -1.9% |
| Q2 2018 | $8,256,000 | -13.4% | 168,937 | -12.9% | 4.25% | -15.5% |
| Q1 2018 | $9,532,000 | -21.9% | 193,981 | -20.1% | 5.03% | -16.1% |
| Q4 2017 | $12,200,000 | +10.2% | 242,793 | +10.3% | 6.00% | +6.7% |
| Q3 2017 | $11,072,000 | +37.5% | 220,125 | +37.1% | 5.62% | +35.2% |
| Q2 2017 | $8,053,000 | +75.6% | 160,609 | +74.5% | 4.15% | +68.3% |
| Q1 2017 | $4,585,000 | +534.2% | 92,017 | +534.0% | 2.47% | +494.5% |
| Q4 2016 | $723,000 | – | 14,513 | – | 0.42% | – |
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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% |