FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 65 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $223,000 | +6.2% | 4,315 | +2.4% | 0.14% | +4.5% |
| Q2 2019 | $210,000 | +14.8% | 4,215 | +12.0% | 0.13% | +10.8% |
| Q1 2019 | $183,000 | +59.1% | 3,763 | +55.4% | 0.12% | +51.9% |
| Q4 2018 | $115,000 | -55.9% | 2,421 | -55.7% | 0.08% | -47.7% |
| Q3 2018 | $261,000 | -7.4% | 5,459 | -7.2% | 0.15% | -15.2% |
| Q2 2018 | $282,000 | +2.5% | 5,885 | +3.0% | 0.18% | -0.6% |
| Q1 2018 | $275,000 | – | 5,715 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kerntke Otto McGlone Wealth Management Group | 392,827 | $20,949,000 | 8.36% |
| Shakespeare Wealth Management, LLC | 358,205 | $19,182,000 | 7.39% |
| CMH Wealth Management LLC | 356,340 | $19,004,000 | 6.35% |
| COUNTRY TRUST BANK | 3,508,535 | $187,110,000 | 5.55% |
| Insight Wealth Partners, LLC | 182,676 | $9,742,000 | 5.19% |
| LVZ, Inc. | 567,919 | $30,287,000 | 4.46% |
| SENTINEL PENSION ADVISORS INC | 200,016 | $10,667,000 | 3.74% |
| VICUS CAPITAL | 387,804 | $20,682,000 | 3.37% |
| RWA WEALTH PARTNERS, LLC | 815,695 | $43,501,000 | 3.25% |
| BAKER BOYER NATIONAL BANK | 131,754 | $6,129,000 | 3.11% |