FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 49 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $709,213 | -4.8% | 15,785 | -4.0% | 0.27% | -8.8% |
| Q1 2024 | $744,992 | -27.3% | 16,442 | -26.1% | 0.30% | -30.2% |
| Q4 2023 | $1,024,081 | +21.8% | 22,243 | +15.2% | 0.42% | +15.8% |
| Q3 2023 | $840,960 | +7.4% | 19,306 | +12.0% | 0.37% | +13.7% |
| Q2 2023 | $782,978 | -4.6% | 17,239 | -3.3% | 0.32% | -8.3% |
| Q1 2023 | $820,399 | +3.7% | 17,835 | +1.5% | 0.35% | -0.6% |
| Q4 2022 | $790,925 | -5.6% | 17,568 | -6.8% | 0.35% | -3.8% |
| Q3 2022 | $838,000 | -6.7% | 18,852 | -2.3% | 0.37% | -8.5% |
| Q2 2022 | $898,000 | -65.0% | 19,292 | -62.6% | 0.40% | -19.6% |
| Q1 2022 | $2,564,000 | +81.8% | 51,526 | +93.8% | 0.50% | -9.1% |
| Q4 2021 | $1,410,000 | -1.2% | 26,593 | -1.0% | 0.55% | -11.2% |
| Q3 2021 | $1,427,000 | +3.3% | 26,857 | +3.6% | 0.62% | +1.6% |
| Q2 2021 | $1,382,000 | +8.1% | 25,923 | +6.3% | 0.61% | -0.8% |
| Q1 2021 | $1,278,000 | +5.5% | 24,389 | +9.3% | 0.61% | +5.3% |
| Q4 2020 | $1,211,000 | +9.0% | 22,315 | +9.7% | 0.58% | -8.6% |
| Q3 2020 | $1,111,000 | +22.2% | 20,336 | +20.6% | 0.64% | +12.9% |
| Q2 2020 | $909,000 | +13.9% | 16,859 | +9.3% | 0.56% | -4.7% |
| Q1 2020 | $798,000 | +22.8% | 15,421 | +22.7% | 0.59% | +52.6% |
| Q4 2019 | $650,000 | +10.9% | 12,569 | +11.0% | 0.39% | +3.5% |
| Q3 2019 | $586,000 | +41.5% | 11,327 | +39.7% | 0.38% | +260.6% |
| Q2 2019 | $414,000 | +7.3% | 8,106 | +4.8% | 0.10% | -60.5% |
| Q1 2019 | $386,000 | -1.0% | 7,735 | -3.8% | 0.26% | +4.4% |
| Q4 2018 | $390,000 | -8.7% | 8,043 | -8.5% | 0.25% | -12.8% |
| Q3 2018 | $427,000 | 0.0% | 8,786 | +0.5% | 0.29% | -2.0% |
| Q2 2018 | $427,000 | +8.7% | 8,746 | +9.2% | 0.30% | +6.1% |
| Q1 2018 | $393,000 | +11.3% | 8,010 | +13.9% | 0.28% | +21.9% |
| Q4 2017 | $353,000 | – | 7,035 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kowal Investment Group, LLC | 1,997,662 | $90,733,828 | 24.27% |
| Presidio Capital Management, LLC | 660,216 | $29,987,008 | 24.02% |
| CPA Asset Management LLC | 474,569 | $21,554,924 | 15.49% |
| Goodwin Investment Advisory | 513,231 | $23,310,967 | 13.61% |
| Drake & Associates, LLC | 453,050 | $20,577,545 | 9.20% |
| REGIMEN WEALTH, LLC | 445,862 | $20,251,052 | 8.40% |
| Navalign, LLC | 437,137 | $19,854,763 | 7.92% |
| Sunburst Financial Group, LLC | 485,060 | $22,031,425 | 7.69% |
| WEALTH MANAGEMENT RESOURCES, INC. | 288,649 | $13,110,474 | 7.62% |
| Shakespeare Wealth Management, LLC | 475,149 | $21,581,273 | 7.38% |