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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |