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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |