FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 201 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,210 | -99.9% | 49,090 | -8.7% | 0.50% | -19.6% |
| Q3 2022 | $2,388,000 | -4.6% | 53,743 | -0.1% | 0.62% | +7.6% |
| Q2 2022 | $2,504,000 | -10.2% | 53,822 | -3.9% | 0.58% | +8.1% |
| Q1 2022 | $2,788,000 | -17.4% | 56,010 | -12.1% | 0.53% | -10.7% |
| Q4 2021 | $3,377,000 | -11.9% | 63,695 | -11.7% | 0.60% | -19.0% |
| Q3 2021 | $3,832,000 | -5.1% | 72,124 | -4.7% | 0.74% | -8.6% |
| Q2 2021 | $4,037,000 | -9.3% | 75,691 | -10.9% | 0.81% | -26.4% |
| Q1 2021 | $4,450,000 | -7.0% | 84,917 | -3.7% | 1.10% | -12.2% |
| Q4 2020 | $4,784,000 | -5.2% | 88,179 | -4.6% | 1.25% | -14.7% |
| Q3 2020 | $5,049,000 | +0.5% | 92,393 | -0.9% | 1.46% | -9.3% |
| Q2 2020 | $5,025,000 | +5.4% | 93,190 | +1.2% | 1.62% | -13.0% |
| Q1 2020 | $4,767,000 | +2.2% | 92,116 | +2.1% | 1.86% | +29.8% |
| Q4 2019 | $4,666,000 | +0.7% | 90,190 | +0.6% | 1.43% | -7.0% |
| Q3 2019 | $4,634,000 | – | 89,636 | – | 1.54% | – |
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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% |