FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 129 filers reported holding FIDELITY COMWLTH TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $17,830,000 | +48.6% | 50,973 | +33.4% | 0.11% | +34.9% |
| Q3 2019 | $11,997,000 | +3.0% | 38,201 | +3.4% | 0.08% | -1.2% |
| Q2 2019 | $11,643,000 | -0.0% | 36,961 | -3.8% | 0.08% | -5.6% |
| Q1 2019 | $11,648,000 | +111.9% | 38,420 | +82.0% | 0.09% | +78.0% |
| Q4 2018 | $5,498,000 | -72.9% | 21,114 | -67.2% | 0.05% | -70.6% |
| Q3 2018 | $20,321,000 | +225.7% | 64,394 | +184.7% | 0.17% | +193.1% |
| Q2 2018 | $6,239,000 | 0.0% | 22,618 | 0.0% | 0.06% | 0.0% |
| Q1 2018 | $6,239,000 | +31.2% | 22,618 | +28.9% | 0.06% | +28.9% |
| Q4 2017 | $4,757,000 | +55.7% | 17,544 | +46.5% | 0.04% | +36.4% |
| Q3 2017 | $3,055,000 | +109.7% | 11,972 | +98.6% | 0.03% | +94.1% |
| Q2 2017 | $1,457,000 | +49.1% | 6,027 | +43.8% | 0.02% | +41.7% |
| Q1 2017 | $977,000 | +367.5% | 4,191 | +323.3% | 0.01% | +300.0% |
| Q4 2016 | $209,000 | -73.6% | 990 | -73.9% | 0.00% | -75.0% |
| Q3 2016 | $792,000 | +80.8% | 3,795 | +64.9% | 0.01% | +71.4% |
| Q2 2016 | $438,000 | -13.6% | 2,302 | -13.1% | 0.01% | -22.2% |
| Q1 2016 | $507,000 | -1.2% | 2,648 | +1.6% | 0.01% | 0.0% |
| Q4 2015 | $513,000 | +62.3% | 2,607 | +49.6% | 0.01% | +28.6% |
| Q3 2015 | $316,000 | -8.7% | 1,743 | -1.2% | 0.01% | +16.7% |
| Q2 2015 | $346,000 | -25.6% | 1,764 | -26.7% | 0.01% | -33.3% |
| Q1 2015 | $465,000 | +167.2% | 2,405 | +156.7% | 0.01% | +125.0% |
| Q4 2014 | $174,000 | +262.5% | 937 | +242.0% | 0.00% | +300.0% |
| Q3 2014 | $48,000 | 0.0% | 274 | -21.7% | 0.00% | -50.0% |
| Q2 2013 | $48,000 | – | 350 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| David Kennon Inc | 287,510 | $11,914,000 | 6.55% |
| Madison Wealth Partners, Inc | 232,083 | $9,618,000 | 6.29% |
| Divergent Wealth Advisors | 472,438 | $19,578,000 | 5.30% |
| Focused Wealth Management, Inc | 581,433 | $24,095,000 | 5.05% |
| FOCUS Wealth Advisors, LLC | 159,844 | $6,624,000 | 4.69% |
| Ullmann Wealth Partners Group, LLC | 407,993 | $16,907,000 | 4.66% |
| EQ LLC | 77,584 | $3,215,000 | 2.78% |
| Analyst IMS Investment Management Services Ltd. | 525,785 | $22,146,000 | 2.16% |
| Regal Investment Advisors LLC | 405,071 | $16,786,000 | 1.77% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 408,112 | $16,912,000 | 1.44% |