FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 147 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,355,447 | +28.4% | 5,931,025 | +33.9% | 0.03% | +33.3% |
| Q2 2023 | $201,200,292 | +42.0% | 4,429,773 | +43.8% | 0.02% | +40.0% |
| Q1 2023 | $141,737,247 | +325.8% | 3,081,245 | +316.7% | 0.02% | +275.0% |
| Q4 2022 | $33,287,113 | +35.6% | 739,385 | +33.8% | 0.00% | +33.3% |
| Q3 2022 | $24,553,000 | +10.4% | 552,641 | +15.6% | 0.00% | 0.0% |
| Q2 2022 | $22,237,000 | -5.1% | 477,907 | +1.5% | 0.00% | +50.0% |
| Q1 2022 | $23,432,000 | -21.5% | 470,794 | -16.4% | 0.00% | -33.3% |
| Q4 2021 | $29,865,000 | +12.4% | 563,287 | +12.7% | 0.00% | 0.0% |
| Q3 2021 | $26,563,000 | +17.1% | 499,957 | +17.5% | 0.00% | +50.0% |
| Q2 2021 | $22,686,000 | +95.4% | 425,400 | +92.0% | 0.00% | +100.0% |
| Q1 2021 | $11,610,000 | +22.8% | 221,512 | +27.1% | 0.00% | 0.0% |
| Q4 2020 | $9,458,000 | +22.4% | 174,329 | +23.3% | 0.00% | 0.0% |
| Q3 2020 | $7,728,000 | +9.8% | 141,409 | +8.4% | 0.00% | 0.0% |
| Q2 2020 | $7,038,000 | +0.6% | 130,503 | -3.5% | 0.00% | 0.0% |
| Q1 2020 | $6,997,000 | -5.5% | 135,199 | -5.5% | 0.00% | 0.0% |
| Q4 2019 | $7,404,000 | +64.7% | 143,088 | +64.6% | 0.00% | 0.0% |
| Q3 2019 | $4,495,000 | +23.0% | 86,946 | +21.5% | 0.00% | 0.0% |
| Q2 2019 | $3,654,000 | +14.7% | 71,568 | +12.3% | 0.00% | – |
| Q1 2019 | $3,185,000 | +6.1% | 63,750 | +3.1% | 0.00% | -100.0% |
| Q4 2018 | $3,002,000 | -11.0% | 61,841 | -10.9% | 0.00% | 0.0% |
| Q3 2018 | $3,373,000 | -1.4% | 69,403 | -0.9% | 0.00% | 0.0% |
| Q2 2018 | $3,422,000 | +305.9% | 70,016 | +307.8% | 0.00% | – |
| Q1 2018 | $843,000 | -4.3% | 17,171 | -2.0% | 0.00% | – |
| Q4 2017 | $881,000 | +16.8% | 17,530 | +16.9% | 0.00% | – |
| Q3 2017 | $754,000 | +19.1% | 15,002 | +19.0% | 0.00% | – |
| Q2 2017 | $633,000 | -20.6% | 12,610 | -21.2% | 0.00% | – |
| Q1 2017 | $797,000 | -46.8% | 16,000 | -46.7% | 0.00% | – |
| Q4 2016 | $1,497,000 | -0.7% | 30,042 | +1.8% | 0.00% | – |
| Q3 2016 | $1,507,000 | +1422.2% | 29,504 | +1399.9% | 0.00% | – |
| Q2 2016 | $99,000 | +200.0% | 1,967 | +191.4% | 0.00% | – |
| Q1 2016 | $33,000 | -98.8% | 675 | -98.8% | 0.00% | -100.0% |
| Q4 2014 | $2,760,000 | – | 55,157 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kowal Investment Group, LLC | 2,094,466 | $91,234,928 | 24.62% |
| Presidio Capital Management, LLC | 501,302 | $21,836,723 | 19.18% |
| CPA Asset Management LLC | 491,598 | $21,414,009 | 15.02% |
| Goodwin Investment Advisory | 522,298 | $22,751,298 | 13.46% |
| Sunburst Financial Group, LLC | 816,722 | $35,576,393 | 12.55% |
| Blue Chip Partners, LLC | 2,153,777 | $93,818,511 | 11.18% |
| Legacy Wealth Management, Inc | 2,772,731 | $120,780,149 | 10.56% |
| Drake & Associates, LLC | 463,579 | $20,193,482 | 9.15% |
| REGIMEN WEALTH, LLC | 498,628 | $21,720,248 | 8.92% |
| Coyle Financial Counsel LLC | 446,230 | $19,437,796 | 8.14% |