FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 120 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,288,562 | -4.2% | 75,495 | -0.1% | 0.09% | +3.4% |
| Q2 2023 | $3,432,617 | -1.3% | 75,575 | -0.1% | 0.09% | -3.3% |
| Q1 2023 | $3,478,520 | +16.6% | 75,620 | +14.1% | 0.09% | +19.5% |
| Q4 2022 | $2,984,151 | +182.6% | 66,285 | +179.0% | 0.08% | +165.5% |
| Q3 2022 | $1,056,000 | -38.8% | 23,760 | -36.0% | 0.03% | -34.1% |
| Q2 2022 | $1,726,000 | -10.3% | 37,105 | -4.0% | 0.04% | +7.3% |
| Q1 2022 | $1,925,000 | +9.1% | 38,670 | +16.2% | 0.04% | +17.1% |
| Q4 2021 | $1,764,000 | -2.4% | 33,270 | -2.2% | 0.04% | -7.9% |
| Q3 2021 | $1,807,000 | +8.9% | 34,010 | +9.2% | 0.04% | +15.2% |
| Q2 2021 | $1,660,000 | +15.7% | 31,135 | +13.7% | 0.03% | +10.0% |
| Q1 2021 | $1,435,000 | +38.1% | 27,380 | +42.9% | 0.03% | +25.0% |
| Q4 2020 | $1,039,000 | +38.9% | 19,160 | +40.0% | 0.02% | +26.3% |
| Q3 2020 | $748,000 | +22.2% | 13,690 | +20.6% | 0.02% | +18.8% |
| Q2 2020 | $612,000 | -34.5% | 11,350 | -37.1% | 0.02% | -20.0% |
| Q4 2019 | $934,000 | – | 18,050 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kerntke Otto McGlone Wealth Management Group | 392,827 | $20,949,000 | 8.36% |
| Shakespeare Wealth Management, LLC | 358,205 | $19,182,000 | 7.39% |
| CMH Wealth Management LLC | 356,340 | $19,004,000 | 6.35% |
| COUNTRY TRUST BANK | 3,508,535 | $187,110,000 | 5.55% |
| Insight Wealth Partners, LLC | 182,676 | $9,742,000 | 5.19% |
| LVZ, Inc. | 567,919 | $30,287,000 | 4.46% |
| SENTINEL PENSION ADVISORS INC | 200,016 | $10,667,000 | 3.74% |
| VICUS CAPITAL | 387,804 | $20,682,000 | 3.37% |
| RWA WEALTH PARTNERS, LLC | 815,695 | $43,501,000 | 3.25% |
| BAKER BOYER NATIONAL BANK | 131,754 | $6,129,000 | 3.11% |