FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 74 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Epstein & White Financial LLC | 464,925 | $23,217,000 | 13.33% |
| CMH Wealth Management LLC | 328,520 | $16,413,000 | 9.94% |
| Cornerstone Wealth Group, LLC | 499,942 | $24,977,000 | 6.27% |
| LVZ, Inc. | 305,737 | $15,275,000 | 3.57% |
| Nikulski Financial, Inc. | 24,544 | $1,226,000 | 1.19% |
| VICUS CAPITAL | 133,015 | $6,781,000 | 1.07% |
| Brinker Capital Investments, LLC | 664,963 | $33,222,000 | 1.06% |
| Simplicity Solutions, LLC | 316,983 | $15,836,000 | 0.95% |
| AE Wealth Management LLC | 207,939 | $10,389,000 | 0.72% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,227,024 | $61,303,000 | 0.47% |