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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,272,769 | -51.1% | 29,219 | -47.1% | 0.06% | 0.0% |
Q2 2023 | $2,600,514 | +97.9% | 55,284 | +104.7% | 0.06% | 0.0% |
Q1 2023 | $1,314,251 | +103384.3% | 27,008 | +3.5% | 0.06% | +67.6% |
Q4 2022 | $1,270 | -99.9% | 26,093 | +1.7% | 0.03% | +6.2% |
Q3 2022 | $1,247,000 | +2.8% | 25,649 | +2.8% | 0.03% | -15.8% |
Q2 2022 | $1,213,000 | -51.4% | 24,958 | -51.4% | 0.04% | +22.6% |
Q1 2022 | $2,496,000 | +80.0% | 51,341 | +96.3% | 0.03% | +14.8% |
Q4 2021 | $1,387,000 | -1.5% | 26,150 | -1.3% | 0.03% | -3.6% |
Q3 2021 | $1,408,000 | +28.4% | 26,496 | +28.9% | 0.03% | +21.7% |
Q2 2021 | $1,097,000 | +6.4% | 20,557 | +4.4% | 0.02% | +15.0% |
Q1 2021 | $1,031,000 | +1.4% | 19,690 | +4.9% | 0.02% | -51.2% |
Q4 2020 | $1,017,000 | +3.6% | 18,763 | +4.4% | 0.04% | -30.5% |
Q3 2020 | $982,000 | +1.7% | 17,976 | +0.6% | 0.06% | -23.4% |
Q2 2020 | $966,000 | +6.2% | 17,873 | +0.7% | 0.08% | -16.3% |
Q1 2020 | $910,000 | +2.7% | 17,755 | +3.5% | 0.09% | +37.3% |
Q4 2019 | $886,000 | +19.4% | 17,155 | +19.0% | 0.07% | +34.0% |
Q3 2019 | $742,000 | +74100.0% | 14,411 | +51367.9% | 0.05% | – |
Q1 2017 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
Q4 2016 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
Q3 2016 | $1,000 | 0.0% | 28 | +180.0% | 0.00% | – |
Q2 2016 | $1,000 | – | 10 | 0.0% | 0.00% | – |
Q4 2015 | $0 | – | 10 | – | 0.00% | – |
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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% |