FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 45 filers reported holding FIDELITY COMWLTH TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $7,949,000 | +2.6% | 31,153 | -2.9% | 0.05% | -2.0% |
| Q2 2017 | $7,748,000 | +44.6% | 32,076 | +39.6% | 0.05% | +36.1% |
| Q1 2017 | $5,358,000 | +152.7% | 22,974 | +129.3% | 0.04% | +125.0% |
| Q4 2016 | $2,120,000 | +68.3% | 10,018 | +66.1% | 0.02% | +60.0% |
| Q3 2016 | $1,260,000 | +8.8% | 6,032 | -0.9% | 0.01% | 0.0% |
| Q2 2016 | $1,158,000 | -88.9% | 6,089 | -88.9% | 0.01% | -89.2% |
| Q1 2016 | $10,442,000 | +797.9% | 54,611 | +823.7% | 0.09% | +745.5% |
| Q4 2015 | $1,163,000 | +49.7% | 5,912 | +37.7% | 0.01% | +37.5% |
| Q3 2015 | $777,000 | +9.6% | 4,292 | +18.9% | 0.01% | +14.3% |
| Q2 2015 | $709,000 | +72.5% | 3,611 | +69.2% | 0.01% | +75.0% |
| Q1 2015 | $411,000 | +56.3% | 2,134 | +50.6% | 0.00% | +33.3% |
| Q4 2014 | $263,000 | -34.9% | 1,417 | -38.1% | 0.00% | -40.0% |
| Q3 2014 | $404,000 | +67.6% | 2,291 | +64.2% | 0.01% | +66.7% |
| Q2 2014 | $241,000 | – | 1,395 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| David Kennon Inc | 271,289 | $14,109,490 | 6.76% |
| Madison Wealth Partners, Inc | 228,761 | $11,893,285 | 6.02% |
| Divergent Wealth Advisors | 473,740 | $24,629,719 | 5.60% |
| Harvest Investment Advisors, LLC | 97,837 | $5,086,543 | 4.56% |
| KM Capital Management Ltd. | 120,614 | $6,270,769 | 4.29% |
| jvl associates llc | 125,097 | $6,503,793 | 3.35% |
| TCP Asset Management, LLC | 135,919 | $7,066,429 | 3.02% |
| Commonwealth Financial Services, LLC | 142,124 | $7,389,046 | 2.20% |
| Pinnacle Family Advisors, LLC | 58,586 | $3,045,912 | 1.74% |
| Analyst IMS Investment Management Services Ltd. | 517,113 | $26,833 | 1.68% |