FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 99 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,421,635 | -3.9% | 78,550 | +0.2% | 0.44% | +6.3% |
Q2 2023 | $3,562,080 | -6.6% | 78,425 | -5.4% | 0.41% | -14.6% |
Q1 2023 | $3,811,953 | +0.6% | 82,869 | -1.6% | 0.48% | -2.8% |
Q4 2022 | $3,790,062 | -11.7% | 84,186 | -12.8% | 0.50% | -22.6% |
Q3 2022 | $4,290,000 | -4.4% | 96,551 | +0.1% | 0.64% | -1.1% |
Q2 2022 | $4,488,000 | -9.4% | 96,446 | -3.1% | 0.65% | -5.2% |
Q1 2022 | $4,953,000 | -12.2% | 99,511 | -6.5% | 0.69% | -13.6% |
Q4 2021 | $5,642,000 | -0.2% | 106,412 | +0.1% | 0.80% | -9.0% |
Q3 2021 | $5,651,000 | -0.7% | 106,353 | -0.3% | 0.88% | -3.0% |
Q2 2021 | $5,688,000 | +0.5% | 106,657 | -1.2% | 0.90% | -12.6% |
Q1 2021 | $5,660,000 | -0.0% | 107,997 | +3.5% | 1.03% | -1.6% |
Q4 2020 | $5,662,000 | -3.0% | 104,370 | -2.3% | 1.05% | -23.5% |
Q3 2020 | $5,837,000 | -10.4% | 106,810 | -11.5% | 1.37% | -18.8% |
Q2 2020 | $6,512,000 | +28.3% | 120,754 | +23.1% | 1.69% | +7.2% |
Q1 2020 | $5,076,000 | -5.2% | 98,093 | -5.2% | 1.58% | +52.9% |
Q4 2019 | $5,353,000 | – | 103,450 | – | 1.03% | – |
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% |