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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $4,000 | 0.0% | 67 | -13.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | -76.5% | 77 | -75.8% | 0.00% | -83.3% |
| Q4 2020 | $17,000 | -5.6% | 318 | -4.5% | 0.01% | -33.3% |
| Q3 2020 | $18,000 | 0.0% | 333 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $18,000 | +5.9% | 333 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $17,000 | -46.9% | 333 | -46.4% | 0.01% | -20.0% |
| Q4 2019 | $32,000 | -3.0% | 621 | -3.1% | 0.02% | -6.2% |
| Q3 2019 | $33,000 | 0.0% | 641 | -2.3% | 0.02% | 0.0% |
| Q2 2019 | $33,000 | +3.1% | 656 | +2.3% | 0.02% | -5.9% |
| Q1 2019 | $32,000 | +3.2% | 641 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $31,000 | -35.4% | 641 | -34.9% | 0.02% | -32.0% |
| Q3 2018 | $48,000 | -2.0% | 985 | -2.5% | 0.02% | -10.7% |
| Q2 2018 | $49,000 | -2.0% | 1,010 | -0.2% | 0.03% | -48.1% |
| Q1 2018 | $50,000 | -15.3% | 1,012 | -13.7% | 0.05% | +50.0% |
| Q4 2017 | $59,000 | +1.7% | 1,172 | +1.0% | 0.04% | 0.0% |
| Q3 2017 | $58,000 | -13.4% | 1,160 | -13.6% | 0.04% | -16.3% |
| Q2 2017 | $67,000 | 0.0% | 1,343 | 0.0% | 0.04% | -2.3% |
| Q1 2017 | $67,000 | -8.2% | 1,343 | -8.3% | 0.04% | -13.7% |
| Q4 2016 | $73,000 | +7.4% | 1,465 | +10.2% | 0.05% | +4.1% |
| Q3 2016 | $68,000 | +1.5% | 1,329 | -0.9% | 0.05% | -2.0% |
| Q2 2016 | $67,000 | -56.8% | 1,341 | -57.7% | 0.05% | -58.3% |
| Q1 2016 | $155,000 | +2.6% | 3,168 | +1.7% | 0.12% | +62.2% |
| Q3 2015 | $151,000 | +73.6% | 3,115 | +78.7% | 0.07% | +80.5% |
| Q2 2015 | $87,000 | +480.0% | 1,743 | +475.2% | 0.04% | +485.7% |
| Q1 2015 | $15,000 | +114.3% | 303 | +133.1% | 0.01% | +75.0% |
| Q4 2014 | $7,000 | – | 130 | – | 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% |