FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 77 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,288,750 | +1.5% | 29,585 | +5.9% | 2.23% | +5.0% |
| Q2 2023 | $1,269,098 | +30.1% | 27,941 | +31.8% | 2.13% | +24.7% |
| Q1 2023 | $975,338 | +253894.3% | 21,203 | +148.3% | 1.71% | +129.4% |
| Q4 2022 | $384 | -99.9% | 8,538 | 0.0% | 0.74% | -6.9% |
| Q3 2022 | $379,000 | -4.5% | 8,538 | 0.0% | 0.80% | -8.9% |
| Q2 2022 | $397,000 | -6.6% | 8,538 | 0.0% | 0.88% | +5.4% |
| Q1 2022 | $425,000 | -5.3% | 8,538 | +0.8% | 0.83% | +20.9% |
| Q4 2021 | $449,000 | -0.2% | 8,474 | 0.0% | 0.69% | -5.6% |
| Q3 2021 | $450,000 | -0.4% | 8,474 | 0.0% | 0.73% | -3.4% |
| Q2 2021 | $452,000 | +1.8% | 8,474 | 0.0% | 0.76% | -6.0% |
| Q1 2021 | $444,000 | -3.5% | 8,474 | 0.0% | 0.80% | -3.4% |
| Q4 2020 | $460,000 | +0.7% | 8,474 | 0.0% | 0.83% | -10.3% |
| Q3 2020 | $457,000 | 0.0% | 8,474 | 0.0% | 0.93% | -5.5% |
| Q2 2020 | $457,000 | +109.6% | 8,474 | +101.1% | 0.98% | +84.9% |
| Q1 2020 | $218,000 | 0.0% | 4,213 | 0.0% | 0.53% | +17.8% |
| Q4 2019 | $218,000 | -10.3% | 4,213 | -10.2% | 0.45% | -13.6% |
| Q3 2019 | $243,000 | +1.2% | 4,693 | -0.0% | 0.52% | +32.6% |
| Q2 2019 | $240,000 | +3.0% | 4,694 | +0.5% | 0.39% | +8.0% |
| Q1 2019 | $233,000 | +959.1% | 4,672 | +924.6% | 0.36% | +911.1% |
| Q4 2018 | $22,000 | 0.0% | 456 | +0.9% | 0.04% | +12.5% |
| Q3 2018 | $22,000 | 0.0% | 452 | +3.0% | 0.03% | +128.6% |
| Q2 2018 | $22,000 | 0.0% | 439 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $22,000 | 0.0% | 439 | +0.7% | 0.01% | -6.7% |
| Q4 2017 | $22,000 | +4.8% | 436 | +4.1% | 0.02% | +7.1% |
| Q3 2017 | $21,000 | – | 419 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 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% |