FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 147 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $257,000 | -18.9% | 4,904 | -16.1% | 0.04% | -25.0% |
| Q4 2020 | $317,000 | -38.8% | 5,848 | -38.4% | 0.06% | -46.4% |
| Q3 2020 | $518,000 | -47.3% | 9,487 | -48.0% | 0.11% | -55.2% |
| Q2 2020 | $983,000 | -12.3% | 18,232 | -17.3% | 0.25% | -29.8% |
| Q1 2020 | $1,121,000 | +13.9% | 22,056 | +15.9% | 0.36% | +35.9% |
| Q4 2019 | $984,000 | +2.0% | 19,023 | +1.9% | 0.26% | -8.4% |
| Q3 2019 | $965,000 | +9.2% | 18,662 | +7.8% | 0.29% | +4.4% |
| Q2 2019 | $884,000 | +27.7% | 17,309 | +25.0% | 0.27% | +20.2% |
| Q1 2019 | $692,000 | +10.0% | 13,851 | +7.7% | 0.23% | -35.2% |
| Q3 2018 | $629,000 | +38.9% | 12,865 | +38.1% | 0.35% | +19.7% |
| Q2 2018 | $453,000 | +24.8% | 9,314 | +26.2% | 0.29% | +11.8% |
| Q1 2018 | $363,000 | +75.4% | 7,383 | +76.2% | 0.26% | +195.5% |
| Q4 2017 | $207,000 | – | 4,190 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kowal Investment Group, LLC | 2,094,466 | $91,234,928 | 24.62% |
| Presidio Capital Management, LLC | 501,302 | $21,836,723 | 19.18% |
| CPA Asset Management LLC | 491,598 | $21,414,009 | 15.02% |
| Goodwin Investment Advisory | 522,298 | $22,751,298 | 13.46% |
| Sunburst Financial Group, LLC | 816,722 | $35,576,393 | 12.55% |
| Blue Chip Partners, LLC | 2,153,777 | $93,818,511 | 11.18% |
| Legacy Wealth Management, Inc | 2,772,731 | $120,780,149 | 10.56% |
| Drake & Associates, LLC | 463,579 | $20,193,482 | 9.15% |
| REGIMEN WEALTH, LLC | 498,628 | $21,720,248 | 8.92% |
| Coyle Financial Counsel LLC | 446,230 | $19,437,796 | 8.14% |