Private Ocean, LLC - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 56 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$90,823
-4.1%
2,0850.0%0.01%0.0%
Q2 2023$94,701
-1.3%
2,0850.0%0.01%
-7.7%
Q1 2023$95,910
+2.2%
2,0850.0%0.01%
+8.3%
Q4 2022$93,867
+2.0%
2,0850.0%0.01%
-14.3%
Q3 2022$92,000
-5.2%
2,0850.0%0.01%
-6.7%
Q2 2022$97,000
-46.4%
2,085
-44.2%
0.02%
-70.6%
Q4 2018$181,000
-0.5%
3,7360.0%0.05%
-37.0%
Q3 2018$182,000
-0.5%
3,7360.0%0.08%
-3.6%
Q2 2018$183,0000.0%3,7360.0%0.08%
-3.4%
Q1 2018$183,0003,7360.09%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q2 2018
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 383,055$20,310,0007.25%
COUNTRY TRUST BANK 4,295,003$227,721,0006.18%
Braun-Bostich & Associates Inc. 475,527$24,723,0005.89%
CMH Wealth Management LLC 362,345$19,212,0005.79%
WEALTH MANAGEMENT RESOURCES, INC. 152,712$8,097,0005.21%
AFFINITY WEALTH MANAGEMENT LLC 475,527$24,723,0005.10%
Hofer & Associates. Inc 103,430$5,484,0004.97%
LVZ, Inc. 607,539$32,212,0004.31%
SENTINEL PENSION ADVISORS INC 234,676$12,443,0003.92%
BAKER BOYER NATIONAL BANK 157,038$8,326,0003.83%
View complete list of FIDELITY MERRIMACK STR TR shareholders