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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $225,000 | 0.0% | 4,237 | 0.0% | 0.09% | -9.6% |
| Q3 2021 | $225,000 | -0.9% | 4,237 | 0.0% | 0.10% | -1.9% |
| Q2 2021 | $227,000 | -37.1% | 4,237 | -38.5% | 0.11% | -42.7% |
| Q1 2021 | $361,000 | -3.5% | 6,892 | 0.0% | 0.18% | -9.8% |
| Q4 2020 | $374,000 | -6.5% | 6,892 | -5.9% | 0.20% | -19.3% |
| Q3 2020 | $400,000 | +1.3% | 7,328 | 0.0% | 0.25% | -8.3% |
| Q2 2020 | $395,000 | -19.6% | 7,328 | -22.7% | 0.28% | -35.3% |
| Q1 2020 | $491,000 | -50.8% | 9,485 | -50.2% | 0.43% | -40.7% |
| Q4 2019 | $998,000 | -3.7% | 19,063 | -4.9% | 0.72% | -16.3% |
| Q3 2019 | $1,036,000 | -2.4% | 20,046 | -3.6% | 0.86% | -3.9% |
| Q2 2019 | $1,062,000 | -13.4% | 20,791 | -15.3% | 0.90% | -24.8% |
| Q1 2019 | $1,226,000 | +2.1% | 24,544 | -0.8% | 1.19% | -5.3% |
| Q4 2018 | $1,201,000 | -1.1% | 24,741 | -2.0% | 1.26% | +11.4% |
| Q3 2018 | $1,214,000 | -23.6% | 25,258 | -22.3% | 1.13% | -22.7% |
| Q2 2018 | $1,589,000 | +11.6% | 32,506 | +12.2% | 1.46% | +3.8% |
| Q1 2018 | $1,424,000 | +429.4% | 28,982 | +440.5% | 1.41% | +386.9% |
| Q4 2017 | $269,000 | – | 5,362 | – | 0.29% | – |
Download | ||||||
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% |