FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 50 filers reported holding FIDELITY COMWLTH TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $470,000 | +54.6% | 2,220 | +52.4% | 0.02% | +50.0% |
| Q3 2016 | $304,000 | +17.4% | 1,457 | +7.1% | 0.01% | +11.1% |
| Q2 2016 | $259,000 | -37.4% | 1,360 | -37.2% | 0.01% | -47.1% |
| Q1 2016 | $414,000 | -6.5% | 2,166 | -3.8% | 0.02% | -15.0% |
| Q4 2015 | $443,000 | +15.7% | 2,252 | +6.4% | 0.02% | -33.3% |
| Q3 2015 | $383,000 | -40.2% | 2,116 | -35.2% | 0.03% | -34.8% |
| Q2 2015 | $641,000 | +53.3% | 3,265 | +50.5% | 0.05% | +58.6% |
| Q1 2015 | $418,000 | – | 2,169 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 296,230 | $18,040,000 | 10.80% |
| EQ LLC | 174,077 | $10,601,000 | 7.40% |
| Madison Wealth Partners, Inc | 189,016 | $11,511,000 | 5.79% |
| Divergent Wealth Advisors | 422,338 | $25,720,000 | 5.21% |
| Analyst IMS Investment Management Services Ltd. | 615,000 | $37,730,000 | 3.58% |
| Wealthstar Advisors, LLC | 146,467 | $8,916,000 | 3.06% |
| ISLAY CAPITAL MANAGEMENT, LLC | 39,212 | $2,388,000 | 1.81% |
| Navis Wealth Advisors, LLC | 33,310 | $2,029,000 | 1.71% |
| Lineweaver Wealth Advisors, LLC | 91,223 | $5,555,000 | 1.60% |
| Regal Investment Advisors LLC | 275,012 | $16,748,000 | 1.48% |