FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 5 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,002 | -4.1% | 23 | 0.0% | 0.00% | – |
| Q2 2023 | $1,045 | -1.2% | 23 | 0.0% | 0.00% | – |
| Q1 2023 | $1,058 | -13.0% | 23 | -14.8% | 0.00% | – |
| Q4 2022 | $1,216 | -99.9% | 27 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $1,200,000 | -4.5% | 27 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,256,000 | -46.3% | 27 | -42.6% | 0.00% | 0.0% |
| Q1 2022 | $2,339,000 | -6.1% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,492,000 | -0.2% | 47 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,497,000 | -0.4% | 47 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,507,000 | +1.8% | 47 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,463,000 | -3.4% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,550,000 | -56.8% | 47 | -56.5% | 0.00% | -66.7% |
| Q3 2020 | $5,902,000 | +1.3% | 108 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,824,000 | +116380.0% | 108 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -16.7% | 108 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | +20.0% | 108 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | +150.0% | 108 | +129.8% | 0.00% | +200.0% |
| Q2 2019 | $2,000 | -60.0% | 47 | -56.5% | 0.00% | -66.7% |
| Q1 2019 | $5,000 | 0.0% | 108 | 0.0% | 0.00% | -25.0% |
| Q4 2018 | $5,000 | – | 108 | – | 0.00% | – |
Download | ||||||
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% |