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 | ||||
|---|---|---|---|---|---|---|
| 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 | 2,094,466 | $91,234,928 | 24.62% |
| Presidio Capital Management, LLC | 501,302 | $21,836,723 | 19.18% |
| CPA Asset Management LLC | 491,598 | $21,414,009 | 15.02% |
| Goodwin Investment Advisory | 522,298 | $22,751,298 | 13.46% |
| Sunburst Financial Group, LLC | 816,722 | $35,576,393 | 12.55% |
| Blue Chip Partners, LLC | 2,153,777 | $93,818,511 | 11.18% |
| Legacy Wealth Management, Inc | 2,772,731 | $120,780,149 | 10.56% |
| Drake & Associates, LLC | 463,579 | $20,193,482 | 9.15% |
| REGIMEN WEALTH, LLC | 498,628 | $21,720,248 | 8.92% |
| Coyle Financial Counsel LLC | 446,230 | $19,437,796 | 8.14% |