FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 30 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $19,281,934 | -59.3% | 429,155 | -59.0% | 0.00% | -60.0% |
Q1 2024 | $47,373,780 | -43.7% | 1,045,548 | -42.8% | 0.01% | -54.5% |
Q4 2023 | $84,146,756 | +12.8% | 1,827,688 | +6.7% | 0.02% | -8.3% |
Q3 2023 | $74,622,680 | +55.2% | 1,713,101 | +61.8% | 0.02% | +50.0% |
Q2 2023 | $48,095,283 | +10470.4% | 1,058,901 | +11471.4% | 0.02% | – |
Q1 2022 | $455,000 | -80.3% | 9,151 | -79.0% | 0.00% | -100.0% |
Q4 2021 | $2,310,000 | -80.9% | 43,567 | -80.9% | 0.00% | -75.0% |
Q3 2021 | $12,120,000 | +23.8% | 228,127 | +24.2% | 0.00% | 0.0% |
Q2 2021 | $9,793,000 | +151.5% | 183,627 | +155.8% | 0.00% | +100.0% |
Q4 2020 | $3,894,000 | +39.7% | 71,781 | +40.7% | 0.00% | 0.0% |
Q3 2020 | $2,788,000 | +1133.6% | 51,008 | +1067.2% | 0.00% | – |
Q4 2019 | $226,000 | -92.8% | 4,370 | -92.8% | 0.00% | -100.0% |
Q3 2019 | $3,155,000 | -41.4% | 61,028 | -43.4% | 0.01% | -44.4% |
Q1 2019 | $5,382,000 | +525.1% | 107,733 | +508.0% | 0.01% | +350.0% |
Q3 2018 | $861,000 | -20.0% | 17,718 | -19.1% | 0.00% | -33.3% |
Q1 2018 | $1,076,000 | -40.8% | 21,903 | -39.9% | 0.00% | -62.5% |
Q1 2017 | $1,817,000 | +65.6% | 36,469 | +65.5% | 0.01% | +60.0% |
Q4 2016 | $1,097,000 | +74.1% | 22,038 | +78.7% | 0.01% | +66.7% |
Q3 2016 | $630,000 | -20.6% | 12,330 | -21.8% | 0.00% | -25.0% |
Q2 2016 | $793,000 | -70.0% | 15,773 | -70.8% | 0.00% | -73.3% |
Q1 2016 | $2,641,000 | +570.3% | 54,076 | +595.6% | 0.02% | +400.0% |
Q1 2015 | $394,000 | -5.3% | 7,774 | -6.5% | 0.00% | 0.0% |
Q4 2014 | $416,000 | – | 8,314 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Kowal Investment Group, LLC | 1,997,662 | $90,733,828 | 24.27% |
Presidio Capital Management, LLC | 660,216 | $29,987,008 | 24.02% |
CPA Asset Management LLC | 474,569 | $21,554,924 | 15.49% |
Goodwin Investment Advisory | 513,231 | $23,310,967 | 13.61% |
Drake & Associates, LLC | 453,050 | $20,577,545 | 9.20% |
REGIMEN WEALTH, LLC | 445,862 | $20,251,052 | 8.40% |
Navalign, LLC | 437,137 | $19,854,763 | 7.92% |
Sunburst Financial Group, LLC | 485,060 | $22,031,425 | 7.69% |
WEALTH MANAGEMENT RESOURCES, INC. | 288,649 | $13,110,474 | 7.62% |
Shakespeare Wealth Management, LLC | 475,149 | $21,581,273 | 7.38% |