FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $1,360,000 | +130.9% | 25,071 | +132.5% | 0.26% | +76.7% |
Q3 2020 | $589,000 | +99.7% | 10,783 | +97.2% | 0.15% | +84.8% |
Q2 2020 | $295,000 | +49.0% | 5,468 | +44.6% | 0.08% | +21.5% |
Q1 2020 | $198,000 | -3.9% | 3,782 | -4.2% | 0.06% | +25.0% |
Q4 2019 | $206,000 | +19.8% | 3,946 | +20.5% | 0.05% | +8.3% |
Q3 2019 | $172,000 | +2.4% | 3,276 | +0.6% | 0.05% | +2.1% |
Q2 2019 | $168,000 | +71.4% | 3,256 | +67.0% | 0.05% | +67.9% |
Q1 2019 | $98,000 | +206.2% | 1,950 | +204.7% | 0.03% | +154.5% |
Q4 2018 | $32,000 | -99.7% | 640 | +156.0% | 0.01% | +175.0% |
Q4 2017 | $12,564,000 | -0.1% | 250 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $12,576,000 | +0.3% | 250 | 0.0% | 0.00% | +33.3% |
Q2 2017 | $12,535,000 | +0.6% | 250 | 0.0% | 0.00% | -25.0% |
Q1 2017 | $12,458,000 | +0.1% | 250 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $12,450,000 | -51.2% | 250 | -53.5% | 0.00% | 0.0% |
Q3 2016 | $25,536,000 | – | 538 | – | 0.00% | – |
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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% |