FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 110 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,909 | -76.8% | 1,605 | -75.8% | 0.02% | -78.0% |
| Q2 2023 | $301,140 | +3.8% | 6,630 | +5.1% | 0.11% | +11.2% |
| Q1 2023 | $290,214 | +33.7% | 6,309 | +30.9% | 0.10% | +27.3% |
| Q4 2022 | $217,040 | +1.4% | 4,821 | +0.1% | 0.08% | -22.2% |
| Q3 2022 | $214,000 | -54.6% | 4,816 | -52.4% | 0.10% | -53.5% |
| Q2 2022 | $471,000 | -6.2% | 10,124 | +0.4% | 0.21% | +24.6% |
| Q1 2022 | $502,000 | +21.3% | 10,086 | +29.1% | 0.17% | +20.4% |
| Q4 2021 | $414,000 | +45.3% | 7,815 | +46.5% | 0.14% | +27.9% |
| Q3 2021 | $285,000 | 0.0% | 5,336 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $285,000 | -47.4% | 5,336 | -46.6% | 0.11% | -59.3% |
| Q1 2021 | $542,000 | 0.0% | 9,991 | 0.0% | 0.27% | 0.0% |
| Q4 2020 | $542,000 | -0.7% | 9,991 | +0.0% | 0.27% | +23.5% |
| Q3 2020 | $546,000 | -22.9% | 9,989 | -24.0% | 0.22% | -37.7% |
| Q2 2020 | $708,000 | +8.4% | 13,136 | +4.1% | 0.36% | -6.8% |
| Q1 2020 | $653,000 | +217.0% | 12,613 | +217.0% | 0.38% | +154.0% |
| Q4 2019 | $206,000 | – | 3,979 | – | 0.15% | – |
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% |