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% | – |
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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% |