FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 162 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2021. 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% | – |
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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% |