FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 162 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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, LLC | 383,055 | $20,310,000 | 7.25% |
| COUNTRY TRUST BANK | 4,295,003 | $227,721,000 | 6.18% |
| Braun-Bostich & Associates Inc. | 475,527 | $24,723,000 | 5.89% |
| CMH Wealth Management LLC | 362,345 | $19,212,000 | 5.79% |
| WEALTH MANAGEMENT RESOURCES, INC. | 152,712 | $8,097,000 | 5.21% |
| AFFINITY WEALTH MANAGEMENT LLC | 475,527 | $24,723,000 | 5.10% |
| Hofer & Associates. Inc | 103,430 | $5,484,000 | 4.97% |
| LVZ, Inc. | 607,539 | $32,212,000 | 4.31% |
| SENTINEL PENSION ADVISORS INC | 234,676 | $12,443,000 | 3.92% |
| BAKER BOYER NATIONAL BANK | 157,038 | $8,326,000 | 3.83% |