FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 99 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $149,000 | +3.5% | 2,816 | +4.2% | 0.01% | -9.1% |
| Q3 2021 | $144,000 | +21.0% | 2,703 | +20.8% | 0.01% | +10.0% |
| Q2 2021 | $119,000 | +1.7% | 2,238 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $117,000 | +69.6% | 2,238 | +75.8% | 0.01% | +42.9% |
| Q4 2020 | $69,000 | +13.1% | 1,273 | +14.0% | 0.01% | 0.0% |
| Q3 2020 | $61,000 | +48.8% | 1,117 | +39.8% | 0.01% | +40.0% |
| Q1 2020 | $41,000 | 0.0% | 799 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $41,000 | 0.0% | 799 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $41,000 | +51.9% | 799 | +48.5% | 0.00% | +33.3% |
| Q2 2019 | $27,000 | +50.0% | 538 | +52.4% | 0.00% | -40.0% |
| Q1 2019 | $18,000 | +5.9% | 353 | 0.0% | 0.01% | +25.0% |
| Q4 2018 | $17,000 | 0.0% | 353 | 0.0% | 0.00% | -50.0% |
| Q3 2018 | $17,000 | – | 353 | – | 0.01% | – |
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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% |