FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 170 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| Kerntke Otto McGlone Wealth Management Group | 392,827 | $20,949,000 | 8.36% |
| Shakespeare Wealth Management, LLC | 358,205 | $19,182,000 | 7.39% |
| CMH Wealth Management LLC | 356,340 | $19,004,000 | 6.35% |
| COUNTRY TRUST BANK | 3,508,535 | $187,110,000 | 5.55% |
| Insight Wealth Partners, LLC | 182,676 | $9,742,000 | 5.19% |
| LVZ, Inc. | 567,919 | $30,287,000 | 4.46% |
| SENTINEL PENSION ADVISORS INC | 200,016 | $10,667,000 | 3.74% |
| VICUS CAPITAL | 387,804 | $20,682,000 | 3.37% |
| RWA WEALTH PARTNERS, LLC | 815,695 | $43,501,000 | 3.25% |
| BAKER BOYER NATIONAL BANK | 131,754 | $6,129,000 | 3.11% |