FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 212 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,543,468 | +117.9% | 58,390 | +127.2% | 0.07% | +119.4% |
| Q2 2023 | $1,167,505 | -74.7% | 25,705 | -74.3% | 0.03% | -75.8% |
| Q1 2023 | $4,608,325 | +0.7% | 100,181 | -1.4% | 0.13% | -8.6% |
| Q4 2022 | $4,575,854 | -6.3% | 101,640 | -7.5% | 0.14% | -18.6% |
| Q3 2022 | $4,884,000 | -4.9% | 109,914 | -0.4% | 0.17% | -2.3% |
| Q2 2022 | $5,134,000 | +12.4% | 110,341 | +20.2% | 0.18% | +31.3% |
| Q1 2022 | $4,569,000 | -10.1% | 91,809 | -4.3% | 0.13% | -8.2% |
| Q4 2021 | $5,085,000 | +5.6% | 95,895 | +5.8% | 0.15% | -4.6% |
| Q3 2021 | $4,815,000 | -0.3% | 90,626 | +0.1% | 0.15% | +0.7% |
| Q2 2021 | $4,830,000 | +7.3% | 90,575 | +5.4% | 0.15% | -9.0% |
| Q1 2021 | $4,503,000 | +3.2% | 85,916 | +6.9% | 0.17% | -4.6% |
| Q4 2020 | $4,362,000 | +4.9% | 80,390 | +5.6% | 0.18% | -10.7% |
| Q3 2020 | $4,160,000 | +9.3% | 76,127 | +7.9% | 0.20% | -6.2% |
| Q2 2020 | $3,807,000 | +18.5% | 70,585 | +13.7% | 0.21% | -0.5% |
| Q1 2020 | $3,212,000 | +22.0% | 62,068 | +22.0% | 0.21% | +52.2% |
| Q4 2019 | $2,632,000 | +196.4% | 50,872 | +192.3% | 0.14% | +155.6% |
| Q3 2019 | $888,000 | 0.0% | 17,402 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $888,000 | -12.6% | 17,402 | -14.4% | 0.05% | -23.9% |
| Q1 2019 | $1,016,000 | -46.0% | 20,333 | -47.5% | 0.07% | -56.7% |
| Q4 2018 | $1,881,000 | +48.7% | 38,761 | +49.0% | 0.16% | +78.3% |
| Q3 2018 | $1,265,000 | -14.4% | 26,017 | -13.9% | 0.09% | -18.6% |
| Q2 2018 | $1,478,000 | +19.7% | 30,218 | +20.3% | 0.11% | +14.1% |
| Q1 2018 | $1,235,000 | +23.4% | 25,127 | +26.2% | 0.10% | +13.8% |
| Q4 2017 | $1,001,000 | -7.7% | 19,917 | -7.7% | 0.09% | -29.8% |
| Q3 2017 | $1,085,000 | +16.3% | 21,576 | +15.9% | 0.12% | +1.6% |
| Q2 2017 | $933,000 | +14.2% | 18,610 | +13.5% | 0.12% | +2.5% |
| Q1 2017 | $817,000 | -54.7% | 16,397 | -53.6% | 0.12% | -64.9% |
| Q3 2016 | $1,805,000 | +4.2% | 35,340 | +2.6% | 0.34% | -14.0% |
| Q2 2016 | $1,733,000 | +61.2% | 34,456 | +56.5% | 0.39% | +34.0% |
| Q1 2016 | $1,075,000 | +404.7% | 22,015 | +395.9% | 0.29% | +332.4% |
| Q4 2015 | $213,000 | – | 4,439 | – | 0.07% | – |
Download | ||||||
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% |