FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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, LLC | 383,055 | $20,310,000 | 7.25% |
| COUNTRY TRUST BANK | 4,295,003 | $227,721,000 | 6.18% |
| Braun-Bostich & Associates Inc. | 475,527 | $24,723,000 | 5.89% |
| CMH Wealth Management LLC | 362,345 | $19,212,000 | 5.79% |
| WEALTH MANAGEMENT RESOURCES, INC. | 152,712 | $8,097,000 | 5.21% |
| AFFINITY WEALTH MANAGEMENT LLC | 475,527 | $24,723,000 | 5.10% |
| Hofer & Associates. Inc | 103,430 | $5,484,000 | 4.97% |
| LVZ, Inc. | 607,539 | $32,212,000 | 4.31% |
| SENTINEL PENSION ADVISORS INC | 234,676 | $12,443,000 | 3.92% |
| BAKER BOYER NATIONAL BANK | 157,038 | $8,326,000 | 3.83% |