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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,702,919 | +1.7% | 1,852,684 | +6.1% | 4.04% | +1.1% |
| Q2 2023 | $79,346,953 | +1.7% | 1,746,961 | +3.0% | 4.00% | -5.1% |
| Q1 2023 | $78,010,917 | +3.3% | 1,695,889 | +1.1% | 4.21% | -6.9% |
| Q4 2022 | $75,548,441 | +20263.5% | 1,678,108 | +23876.4% | 4.52% | +23689.5% |
| Q4 2021 | $371,000 | -90.6% | 6,999 | -91.4% | 0.02% | -95.1% |
| Q4 2018 | $3,936,000 | +1858.2% | 81,100 | +1930.5% | 0.39% | +1193.3% |
| Q2 2016 | $201,000 | -48.9% | 3,994 | -50.4% | 0.03% | -50.0% |
| Q1 2016 | $393,000 | -11.7% | 8,049 | -13.1% | 0.06% | -6.2% |
| Q4 2015 | $445,000 | -7.3% | 9,263 | -6.6% | 0.06% | -23.8% |
| Q3 2015 | $480,000 | +14.0% | 9,918 | +17.2% | 0.08% | +50.0% |
| Q2 2015 | $421,000 | – | 8,464 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 403,175 | $20,062,000 | 7.22% |
| WestHill Financial Advisors, Inc. | 500,533 | $24,912,000 | 7.19% |
| COUNTRY TRUST BANK | 4,558,877 | $226,895,000 | 6.34% |
| CMH Wealth Management LLC | 354,390 | $17,638,000 | 5.42% |
| WEALTH MANAGEMENT RESOURCES, INC. | 155,691 | $7,749,000 | 5.35% |
| Hofer & Associates. Inc | 114,403 | $5,694,000 | 5.01% |
| AFFINITY WEALTH MANAGEMENT LLC | 475,816 | $23,191,000 | 4.70% |
| LVZ, Inc. | 624,920 | $31,102,000 | 4.33% |
| Financial Planners of Cleveland, Inc. | 201,990 | $10,053,000 | 4.22% |
| Great Point Wealth Advisors, LLC | 270,335 | $13,455,000 | 4.19% |