GREATMARK INVESTMENT PARTNERS, INC. - FIDELITY MERRIMACK STR TR ownership

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
GREATMARK INVESTMENT PARTNERS, INC. ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q1 2022$207,000
-5.9%
4,1500.0%0.03%
-8.1%
Q4 2021$220,0000.0%4,1500.0%0.04%
-9.8%
Q3 2021$220,000
-0.5%
4,1500.0%0.04%
+2.5%
Q2 2021$221,000
+1.4%
4,1500.0%0.04%
-7.0%
Q1 2021$218,000
-3.1%
4,1500.0%0.04%
-12.2%
Q4 2020$225,000
-0.9%
4,1500.0%0.05%
-14.0%
Q3 2020$227,000
+1.3%
4,1500.0%0.06%
-3.4%
Q2 2020$224,000
+4.2%
4,1500.0%0.06%
-14.5%
Q1 2020$215,0000.0%4,1500.0%0.07%
+30.2%
Q4 2019$215,0000.0%4,1500.0%0.05%
-10.2%
Q3 2019$215,000
+1.4%
4,1500.0%0.06%
-6.3%
Q2 2019$212,000
-16.9%
4,150
-18.6%
0.06%
-21.2%
Q1 2019$255,000
+2.8%
5,1000.0%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%
4,3250.0%0.08%
-1.3%
Q4 2017$217,0004,3250.08%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q1 2021
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 383,055$20,310,0007.25%
COUNTRY TRUST BANK 4,295,003$227,721,0006.18%
Braun-Bostich & Associates Inc. 475,527$24,723,0005.89%
CMH Wealth Management LLC 362,345$19,212,0005.79%
WEALTH MANAGEMENT RESOURCES, INC. 152,712$8,097,0005.21%
AFFINITY WEALTH MANAGEMENT LLC 475,527$24,723,0005.10%
Hofer & Associates. Inc 103,430$5,484,0004.97%
LVZ, Inc. 607,539$32,212,0004.31%
SENTINEL PENSION ADVISORS INC 234,676$12,443,0003.92%
BAKER BOYER NATIONAL BANK 157,038$8,326,0003.83%
View complete list of FIDELITY MERRIMACK STR TR shareholders