FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 172 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,643,110 | -7.0% | 1,438,088 | -3.0% | 0.11% | -4.2% |
| Q2 2023 | $67,327,152 | +162.9% | 1,482,324 | +166.2% | 0.12% | +142.9% |
| Q1 2023 | $25,611,761 | +238.5% | 556,777 | +231.3% | 0.05% | +226.7% |
| Q4 2022 | $7,565,418 | +34.0% | 168,045 | +32.3% | 0.02% | +15.4% |
| Q3 2022 | $5,645,000 | +3.8% | 127,058 | +8.7% | 0.01% | +8.3% |
| Q2 2022 | $5,439,000 | -7.9% | 116,891 | -1.5% | 0.01% | +9.1% |
| Q1 2022 | $5,908,000 | -0.6% | 118,715 | +5.9% | 0.01% | 0.0% |
| Q4 2021 | $5,945,000 | +0.3% | 112,135 | +0.5% | 0.01% | -8.3% |
| Q3 2021 | $5,925,000 | -12.8% | 111,526 | -12.4% | 0.01% | -14.3% |
| Q2 2021 | $6,791,000 | -8.8% | 127,348 | -10.4% | 0.01% | -17.6% |
| Q1 2021 | $7,446,000 | +12.9% | 142,069 | +16.9% | 0.02% | +6.2% |
| Q4 2020 | $6,595,000 | +38.7% | 121,575 | +39.7% | 0.02% | +14.3% |
| Q3 2020 | $4,755,000 | +34.2% | 87,001 | +32.4% | 0.01% | +27.3% |
| Q2 2020 | $3,543,000 | +60.2% | 65,697 | +53.8% | 0.01% | +10.0% |
| Q1 2020 | $2,211,000 | -6.6% | 42,722 | -6.6% | 0.01% | +25.0% |
| Q4 2019 | $2,366,000 | -49.7% | 45,723 | -49.8% | 0.01% | -52.9% |
| Q3 2019 | $4,707,000 | +16.3% | 91,035 | +14.8% | 0.02% | +6.2% |
| Q2 2019 | $4,047,000 | -2.2% | 79,266 | -4.3% | 0.02% | -5.9% |
| Q1 2019 | $4,138,000 | +12.6% | 82,826 | +9.4% | 0.02% | -10.5% |
| Q4 2018 | $3,674,000 | -58.8% | 75,708 | -58.7% | 0.02% | -52.5% |
| Q3 2018 | $8,916,000 | -4.3% | 183,427 | -3.8% | 0.04% | -14.9% |
| Q2 2018 | $9,319,000 | +0.1% | 190,692 | +0.6% | 0.05% | -11.3% |
| Q1 2018 | $9,314,000 | +65.1% | 189,533 | +68.8% | 0.05% | +51.4% |
| Q4 2017 | $5,643,000 | +30.7% | 112,295 | +30.8% | 0.04% | +25.0% |
| Q3 2017 | $4,318,000 | +25.6% | 85,846 | +25.2% | 0.03% | +16.7% |
| Q2 2017 | $3,437,000 | +44.0% | 68,554 | +43.2% | 0.02% | +33.3% |
| Q1 2017 | $2,386,000 | – | 47,883 | – | 0.02% | – |
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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% |