FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 49 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $92,000 | -7.1% | 1,985 | 0.0% | 0.02% | +5.6% |
| Q1 2022 | $99,000 | -5.7% | 1,985 | 0.0% | 0.02% | -18.2% |
| Q3 2021 | $105,000 | -0.9% | 1,985 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $106,000 | +1.9% | 1,985 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $104,000 | -51.9% | 1,985 | -50.0% | 0.02% | -12.0% |
| Q4 2020 | $216,000 | +100.0% | 3,970 | +100.0% | 0.02% | -16.7% |
| Q3 2020 | $108,000 | +0.9% | 1,985 | 0.0% | 0.03% | -9.1% |
| Q2 2020 | $107,000 | +3.9% | 1,985 | 0.0% | 0.03% | -17.5% |
| Q1 2020 | $103,000 | 0.0% | 1,985 | 0.0% | 0.04% | +2.6% |
| Q4 2019 | $103,000 | 0.0% | 1,985 | 0.0% | 0.04% | -7.1% |
| Q3 2019 | $103,000 | +2.0% | 1,985 | 0.0% | 0.04% | +2.4% |
| Q2 2019 | $101,000 | +2.0% | 1,985 | 0.0% | 0.04% | -4.7% |
| Q1 2019 | $99,000 | +3.1% | 1,985 | 0.0% | 0.04% | -17.3% |
| Q4 2018 | $96,000 | 0.0% | 1,985 | 0.0% | 0.05% | +18.2% |
| Q3 2018 | $96,000 | -1.0% | 1,985 | 0.0% | 0.04% | -8.3% |
| Q2 2018 | $97,000 | -1.0% | 1,985 | 0.0% | 0.05% | -21.3% |
| Q1 2018 | $98,000 | -2.0% | 1,985 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $100,000 | 0.0% | 1,985 | 0.0% | 0.06% | -6.2% |
| Q3 2017 | $100,000 | 0.0% | 1,985 | 0.0% | 0.06% | -1.5% |
| Q2 2017 | $100,000 | – | 1,985 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Epstein & White Financial LLC | 464,925 | $23,217,000 | 13.33% |
| CMH Wealth Management LLC | 328,520 | $16,413,000 | 9.94% |
| Cornerstone Wealth Group, LLC | 499,942 | $24,977,000 | 6.27% |
| LVZ, Inc. | 305,737 | $15,275,000 | 3.57% |
| Nikulski Financial, Inc. | 24,544 | $1,226,000 | 1.19% |
| VICUS CAPITAL | 133,015 | $6,781,000 | 1.07% |
| Brinker Capital Investments, LLC | 664,963 | $33,222,000 | 1.06% |
| Simplicity Solutions, LLC | 316,983 | $15,836,000 | 0.95% |
| AE Wealth Management LLC | 207,939 | $10,389,000 | 0.72% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,227,024 | $61,303,000 | 0.47% |