FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 172 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $606,189 | -3.0% | 13,916 | +1.2% | 0.62% | +2.1% |
| Q2 2023 | $625,000 | +13.0% | 13,757 | +14.4% | 0.61% | +7.6% |
| Q1 2023 | $553,000 | -0.2% | 12,029 | -2.3% | 0.57% | -10.7% |
| Q4 2022 | $554,000 | -97.4% | 12,310 | -96.9% | 0.64% | -92.4% |
| Q2 2021 | $20,949,000 | +469.7% | 392,827 | +460.0% | 8.36% | +333.3% |
| Q1 2021 | $3,677,000 | +144.0% | 70,152 | +152.5% | 1.93% | +116.7% |
| Q4 2020 | $1,507,000 | -7.1% | 27,781 | -6.5% | 0.89% | -25.3% |
| Q3 2020 | $1,623,000 | +42.7% | 29,702 | +40.9% | 1.19% | +14.9% |
| Q2 2020 | $1,137,000 | +18.7% | 21,087 | +14.0% | 1.04% | -3.4% |
| Q1 2020 | $958,000 | +10.2% | 18,503 | +10.1% | 1.07% | +46.2% |
| Q4 2019 | $869,000 | – | 16,804 | – | 0.73% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 403,175 | $20,062,000 | 7.22% |
| WestHill Financial Advisors, Inc. | 500,533 | $24,912,000 | 7.19% |
| COUNTRY TRUST BANK | 4,558,877 | $226,895,000 | 6.34% |
| CMH Wealth Management LLC | 354,390 | $17,638,000 | 5.42% |
| WEALTH MANAGEMENT RESOURCES, INC. | 155,691 | $7,749,000 | 5.35% |
| Hofer & Associates. Inc | 114,403 | $5,694,000 | 5.01% |
| AFFINITY WEALTH MANAGEMENT LLC | 475,816 | $23,191,000 | 4.70% |
| LVZ, Inc. | 624,920 | $31,102,000 | 4.33% |
| Financial Planners of Cleveland, Inc. | 201,990 | $10,053,000 | 4.22% |
| Great Point Wealth Advisors, LLC | 270,335 | $13,455,000 | 4.19% |