HighTower Advisors, LLC - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 64 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
HighTower Advisors, LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$22,359,000
+2.9%
513,341
+7.4%
0.04%
-2.3%
Q2 2023$21,734,000
+29.8%
478,182
+31.4%
0.04%
+16.2%
Q1 2023$16,738,000
+62.7%
363,974
+59.4%
0.04%
+54.2%
Q4 2022$10,285,000
+3.8%
228,387
+2.4%
0.02%
-11.1%
Q3 2022$9,912,000
-12.9%
223,126
-8.7%
0.03%
-6.9%
Q2 2022$11,374,000
-45.6%
244,335
-41.8%
0.03%
-38.3%
Q1 2022$20,905,000
-6.3%
420,170
-0.1%
0.05%
-4.1%
Q4 2021$22,318,000
+67.9%
420,751
+68.3%
0.05%
+36.1%
Q3 2021$13,295,000
-7.7%
250,060
-7.4%
0.04%
-14.3%
Q2 2021$14,409,000
-8.7%
270,131
-10.3%
0.04%
-16.0%
Q1 2021$15,784,000
-19.6%
301,124
-16.7%
0.05%
-39.0%
Q4 2020$19,629,000
-0.1%
361,627
+0.6%
0.08%
-13.7%
Q3 2020$19,653,000
+4.7%
359,631
+3.3%
0.10%
-6.9%
Q2 2020$18,767,000
+36.1%
348,039
+30.6%
0.10%
+14.6%
Q1 2020$13,788,000
-20.4%
266,489
-20.4%
0.09%
-12.7%
Q4 2019$17,311,000
+6.9%
334,729
+6.8%
0.10%
+15.9%
Q3 2019$16,201,000
+19.8%
313,522
+18.3%
0.09%
+10.0%
Q2 2019$13,524,000
+13.4%
264,945
+10.8%
0.08%0.0%
Q1 2019$11,931,000
+57.4%
239,096
+53.1%
0.08%
+37.9%
Q4 2018$7,582,000
+3168.1%
156,220
+3188.8%
0.06%
+2800.0%
Q2 2018$232,000
+1.3%
4,750
+2.0%
0.00%0.0%
Q1 2018$229,000
-29.1%
4,658
-27.5%
0.00%
-33.3%
Q4 2017$323,000
-46.2%
6,429
-46.2%
0.00%
-40.0%
Q3 2017$600,000
-52.2%
11,949
-52.2%
0.01%
-54.5%
Q2 2017$1,255,000
-15.0%
25,017
-15.8%
0.01%
-21.4%
Q1 2017$1,477,000
-8.7%
29,695
-8.8%
0.01%
-22.2%
Q4 2016$1,618,000
-31.0%
32,576
-29.1%
0.02%
-33.3%
Q3 2016$2,346,00045,9540.03%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q4 2018
NameSharesValueWeighting ↓
SHAKESPEARE WEALTH MANAGEMENT, INC. 403,175$20,062,0007.22%
WestHill Financial Advisors, Inc. 500,533$24,912,0007.19%
COUNTRY TRUST BANK 4,558,877$226,895,0006.34%
CMH Wealth Management LLC 354,390$17,638,0005.42%
WEALTH MANAGEMENT RESOURCES, INC. 155,691$7,749,0005.35%
Hofer & Associates. Inc 114,403$5,694,0005.01%
AFFINITY WEALTH MANAGEMENT LLC 475,816$23,191,0004.70%
LVZ, Inc. 624,920$31,102,0004.33%
Financial Planners of Cleveland, Inc. 201,990$10,053,0004.22%
Great Point Wealth Advisors, LLC 270,335$13,455,0004.19%
View complete list of FIDELITY MERRIMACK STR TR shareholders