FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 68 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |