FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 101 filers reported holding FIDELITY COMWLTH TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $5,306,000 | +11.2% | 15,179 | -0.2% | 1.39% | +8.8% |
| Q3 2019 | $4,773,000 | -0.1% | 15,202 | +0.1% | 1.28% | -5.8% |
| Q2 2019 | $4,778,000 | +4.6% | 15,185 | +0.6% | 1.35% | +1.8% |
| Q1 2019 | $4,567,000 | +14.1% | 15,088 | -2.0% | 1.33% | +5.3% |
| Q4 2018 | $4,001,000 | -18.8% | 15,392 | -1.4% | 1.26% | -7.9% |
| Q3 2018 | $4,927,000 | +6.7% | 15,611 | -0.4% | 1.37% | -2.0% |
| Q2 2018 | $4,616,000 | +3.0% | 15,666 | -3.2% | 1.40% | +1.9% |
| Q1 2018 | $4,482,000 | +0.0% | 16,188 | -2.0% | 1.37% | +4.5% |
| Q4 2017 | $4,480,000 | +4.9% | 16,523 | -1.3% | 1.31% | +2.7% |
| Q3 2017 | $4,271,000 | +5.6% | 16,739 | -0.0% | 1.28% | +2.5% |
| Q2 2017 | $4,044,000 | -1.7% | 16,744 | -5.1% | 1.25% | -4.7% |
| Q1 2017 | $4,113,000 | +9.4% | 17,635 | -0.7% | 1.31% | +5.7% |
| Q4 2016 | $3,758,000 | +0.8% | 17,758 | -0.5% | 1.24% | +3.3% |
| Q3 2016 | $3,729,000 | +9.0% | 17,848 | -0.8% | 1.20% | +8.8% |
| Q2 2016 | $3,422,000 | -0.3% | 17,995 | +0.2% | 1.10% | -9.6% |
| Q1 2016 | $3,434,000 | -6.3% | 17,958 | -3.5% | 1.22% | -6.5% |
| Q4 2015 | $3,663,000 | +13.8% | 18,613 | +4.7% | 1.30% | +15.4% |
| Q3 2015 | $3,219,000 | -9.3% | 17,774 | -1.7% | 1.13% | +3.0% |
| Q2 2015 | $3,550,000 | +0.7% | 18,082 | -1.2% | 1.10% | +6.0% |
| Q1 2015 | $3,524,000 | +2.8% | 18,297 | -0.8% | 1.03% | +5.3% |
| Q4 2014 | $3,427,000 | +5.1% | 18,449 | -0.2% | 0.98% | +6.6% |
| Q3 2014 | $3,260,000 | -0.9% | 18,477 | -2.8% | 0.92% | -0.1% |
| Q2 2014 | $3,289,000 | -0.5% | 19,014 | -5.3% | 0.92% | -7.6% |
| Q1 2014 | $3,305,000 | -1.1% | 20,076 | -1.4% | 1.00% | -4.9% |
| Q4 2013 | $3,341,000 | -5.4% | 20,366 | -14.7% | 1.05% | -10.0% |
| Q3 2013 | $3,533,000 | +8.8% | 23,881 | -1.4% | 1.17% | +7.8% |
| Q2 2013 | $3,246,000 | – | 24,211 | – | 1.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| David Kennon Inc | 285,647 | $11,702,946 | 6.09% |
| Madison Wealth Partners, Inc | 237,787 | $9,742,114 | 5.68% |
| Divergent Wealth Advisors | 479,527 | $19,646,215 | 4.92% |
| LJI Wealth Management, LLC | 331,670 | $13,588,507 | 4.76% |
| Ullmann Wealth Partners Group, LLC | 429,114 | $17,580,814 | 4.32% |
| FOCUS Wealth Advisors, LLC | 152,438 | $6,245,397 | 4.32% |
| Harvest Investment Advisors, LLC | 100,510 | $4,117,895 | 3.87% |
| jvl associates llc | 124,190 | $5,088,064 | 2.96% |
| KM Capital Management Ltd. | 63,436 | $2,599,010 | 2.58% |
| HOLLENCREST CAPITAL MANAGEMENT | 371,708 | $15,228,877 | 1.88% |