FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 147 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $207,000 | -5.9% | 4,150 | 0.0% | 0.03% | -8.1% |
| Q4 2021 | $220,000 | 0.0% | 4,150 | 0.0% | 0.04% | -9.8% |
| Q3 2021 | $220,000 | -0.5% | 4,150 | 0.0% | 0.04% | +2.5% |
| Q2 2021 | $221,000 | +1.4% | 4,150 | 0.0% | 0.04% | -7.0% |
| Q1 2021 | $218,000 | -3.1% | 4,150 | 0.0% | 0.04% | -12.2% |
| Q4 2020 | $225,000 | -0.9% | 4,150 | 0.0% | 0.05% | -14.0% |
| Q3 2020 | $227,000 | +1.3% | 4,150 | 0.0% | 0.06% | -3.4% |
| Q2 2020 | $224,000 | +4.2% | 4,150 | 0.0% | 0.06% | -14.5% |
| Q1 2020 | $215,000 | 0.0% | 4,150 | 0.0% | 0.07% | +30.2% |
| Q4 2019 | $215,000 | 0.0% | 4,150 | 0.0% | 0.05% | -10.2% |
| Q3 2019 | $215,000 | +1.4% | 4,150 | 0.0% | 0.06% | -6.3% |
| Q2 2019 | $212,000 | -16.9% | 4,150 | -18.6% | 0.06% | -21.2% |
| Q1 2019 | $255,000 | +2.8% | 5,100 | 0.0% | 0.08% | -10.1% |
| Q4 2018 | $248,000 | -6.1% | 5,100 | -6.0% | 0.09% | +7.2% |
| Q3 2018 | $264,000 | -2.2% | 5,425 | -1.8% | 0.08% | -10.8% |
| Q2 2018 | $270,000 | +26.8% | 5,525 | +27.7% | 0.09% | +19.2% |
| Q1 2018 | $213,000 | -1.8% | 4,325 | 0.0% | 0.08% | -1.3% |
| Q4 2017 | $217,000 | – | 4,325 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kerntke Otto McGlone Wealth Management Group | 392,827 | $20,949,000 | 8.36% |
| Shakespeare Wealth Management, LLC | 358,205 | $19,182,000 | 7.39% |
| CMH Wealth Management LLC | 356,340 | $19,004,000 | 6.35% |
| COUNTRY TRUST BANK | 3,508,535 | $187,110,000 | 5.55% |
| Insight Wealth Partners, LLC | 182,676 | $9,742,000 | 5.19% |
| LVZ, Inc. | 567,919 | $30,287,000 | 4.46% |
| SENTINEL PENSION ADVISORS INC | 200,016 | $10,667,000 | 3.74% |
| VICUS CAPITAL | 387,804 | $20,682,000 | 3.37% |
| RWA WEALTH PARTNERS, LLC | 815,695 | $43,501,000 | 3.25% |
| BAKER BOYER NATIONAL BANK | 131,754 | $6,129,000 | 3.11% |