Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 17 filers reported holding Fidelity Tr 500 Index Ins Prem in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,185 | -3.6% | 1,642 | 0.0% | 0.08% | +2.5% |
| Q2 2023 | $254,460 | +8.3% | 1,642 | 0.0% | 0.08% | +3.8% |
| Q1 2023 | $234,909 | +7.5% | 1,642 | 0.0% | 0.08% | -1.3% |
| Q4 2022 | $218,526 | +6.6% | 1,642 | 0.0% | 0.08% | +1.3% |
| Q3 2022 | $205,000 | -5.5% | 1,642 | 0.0% | 0.08% | +1.3% |
| Q2 2022 | $217,000 | -16.2% | 1,642 | 0.0% | 0.08% | -1.3% |
| Q1 2022 | $259,000 | -4.4% | 1,642 | 0.0% | 0.08% | +1.3% |
| Q4 2021 | $271,000 | +1.5% | 1,642 | -36.8% | 0.08% | -22.2% |
| Q2 2019 | $267,000 | +3.9% | 2,600 | 0.0% | 0.10% | -1.0% |
| Q1 2019 | $257,000 | +13.7% | 2,600 | 0.0% | 0.10% | 0.0% |
| Q4 2018 | $226,000 | – | 2,600 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sequent Asset Management, LLC | 269,819 | $28,040,000 | 20.54% |
| Grace Capital | 12,086 | $1,256,000 | 1.27% |
| Almanack Investment Partners, LLC. | 43,475 | $4,518,000 | 0.88% |
| GOFEN & GLOSSBERG LLC /IL/ | 190,873 | $19,836,000 | 0.67% |
| ALBION FINANCIAL GROUP /UT | 12,805 | $1,331,000 | 0.17% |
| THOMAS STORY & SON LLC | 2,791 | $290,000 | 0.15% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 2,483 | $258,000 | 0.11% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 73,418 | $7,630,000 | 0.10% |
| Winthrop Partners - WNY, LLC | 1,363 | $141,714,000 | 0.10% |
| TRADITION ASSET MANAGEMENT LLC | 3,293 | $342,000 | 0.09% |