FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 170 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $685,460 | -2.9% | 15,736 | +1.2% | 0.27% | 0.0% |
| Q2 2023 | $706,190 | +10.7% | 15,548 | +12.1% | 0.27% | +6.4% |
| Q1 2023 | $637,974 | +7.3% | 13,869 | +5.0% | 0.25% | 0.0% |
| Q4 2022 | $594,714 | -15.4% | 13,210 | -16.6% | 0.25% | -21.6% |
| Q3 2022 | $703,000 | -13.8% | 15,834 | -9.7% | 0.32% | -8.6% |
| Q2 2022 | $816,000 | -13.1% | 17,544 | -7.0% | 0.35% | 0.0% |
| Q1 2022 | $939,000 | -4.1% | 18,874 | +2.2% | 0.35% | -0.8% |
| Q4 2021 | $979,000 | +10.4% | 18,468 | +10.5% | 0.35% | +2.0% |
| Q3 2021 | $887,000 | +14.0% | 16,708 | +14.4% | 0.35% | +18.9% |
| Q2 2021 | $778,000 | +11.6% | 14,601 | +9.7% | 0.29% | +6.2% |
| Q1 2021 | $697,000 | +70.4% | 13,309 | +76.4% | 0.27% | +68.1% |
| Q4 2020 | $409,000 | – | 7,543 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 383,055 | $20,310,000 | 7.25% |
| COUNTRY TRUST BANK | 4,295,003 | $227,721,000 | 6.18% |
| Braun-Bostich & Associates Inc. | 475,527 | $24,723,000 | 5.89% |
| CMH Wealth Management LLC | 362,345 | $19,212,000 | 5.79% |
| WEALTH MANAGEMENT RESOURCES, INC. | 152,712 | $8,097,000 | 5.21% |
| AFFINITY WEALTH MANAGEMENT LLC | 475,527 | $24,723,000 | 5.10% |
| Hofer & Associates. Inc | 103,430 | $5,484,000 | 4.97% |
| LVZ, Inc. | 607,539 | $32,212,000 | 4.31% |
| SENTINEL PENSION ADVISORS INC | 234,676 | $12,443,000 | 3.92% |
| BAKER BOYER NATIONAL BANK | 157,038 | $8,326,000 | 3.83% |