Fidelity Spartan 500 Index Fun's ticker is and the CUSIP is 315911701.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $272,000 | +8.4% | 2,661 | +1.2% | 0.11% | +1.0% |
| Q2 2018 | $251,000 | +3.7% | 2,630 | +0.8% | 0.10% | +1.9% |
| Q1 2018 | $242,000 | 0.0% | 2,608 | +0.6% | 0.10% | +5.1% |
| Q4 2017 | $242,000 | +8.0% | 2,592 | +2.4% | 0.10% | +2.1% |
| Q3 2017 | $224,000 | +5.2% | 2,532 | +1.4% | 0.10% | +2.1% |
| Q2 2017 | $213,000 | – | 2,498 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sequent Asset Management, LLC | 377,392 | $27,096,000 | 19.78% |
| CATAWBA CAPITAL MANAGEMENT /VA | 13,374 | $960,000 | 0.26% |
| TRADITION CAPITAL MANAGEMENT LLC | 6,434 | $462,000 | 0.16% |
| GOFEN & GLOSSBERG LLC /IL/ | 45,590 | $3,273,000 | 0.14% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 90,211 | $6,477,000 | 0.09% |
| RIVERBRIDGE PARTNERS LLC | 27,542 | $1,978,000 | 0.04% |
| FULTON BANK, N.A. | 2,829 | $203,000 | 0.02% |
| CT Financial Advisors LLC | 165 | $11,876,000 | 0.01% |
| Fisher Asset Management, LLC | 4,132 | $297,000 | 0.00% |