FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 126 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $560,749 | -11.8% | 12,873 | -8.1% | 0.08% | -14.3% |
| Q2 2023 | $635,942 | +33.2% | 14,001 | +34.2% | 0.09% | +18.2% |
| Q1 2023 | $477,419 | +2.0% | 10,433 | +0.4% | 0.08% | -15.4% |
| Q4 2022 | $467,977 | -49.6% | 10,395 | -50.3% | 0.09% | -53.6% |
| Q3 2022 | $929,000 | +65.0% | 20,915 | +72.8% | 0.20% | +64.7% |
| Q2 2022 | $563,000 | +61.8% | 12,107 | +72.9% | 0.12% | +85.9% |
| Q1 2022 | $348,000 | -0.9% | 7,004 | +2.2% | 0.06% | +12.3% |
| Q4 2021 | $351,000 | -17.6% | 6,850 | -13.8% | 0.06% | -26.0% |
| Q3 2021 | $426,000 | 0.0% | 7,946 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $426,000 | -16.5% | 7,946 | -18.3% | 0.08% | -23.0% |
| Q1 2021 | $510,000 | +5.8% | 9,728 | +9.5% | 0.10% | 0.0% |
| Q4 2020 | $482,000 | +45.2% | 8,886 | +46.1% | 0.10% | +8.7% |
| Q3 2020 | $332,000 | +23.9% | 6,081 | +22.4% | 0.09% | 0.0% |
| Q2 2020 | $268,000 | – | 4,967 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 403,175 | $20,062,000 | 7.22% |
| WestHill Financial Advisors, Inc. | 500,533 | $24,912,000 | 7.19% |
| COUNTRY TRUST BANK | 4,558,877 | $226,895,000 | 6.34% |
| CMH Wealth Management LLC | 354,390 | $17,638,000 | 5.42% |
| WEALTH MANAGEMENT RESOURCES, INC. | 155,691 | $7,749,000 | 5.35% |
| Hofer & Associates. Inc | 114,403 | $5,694,000 | 5.01% |
| AFFINITY WEALTH MANAGEMENT LLC | 475,816 | $23,191,000 | 4.70% |
| LVZ, Inc. | 624,920 | $31,102,000 | 4.33% |
| Financial Planners of Cleveland, Inc. | 201,990 | $10,053,000 | 4.22% |
| Great Point Wealth Advisors, LLC | 270,335 | $13,455,000 | 4.19% |