FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 37 filers reported holding FIDELITY COMWLTH TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $231,000 | +131.0% | 954 | +123.4% | 0.05% | +92.6% |
| Q1 2017 | $100,000 | +11.1% | 427 | 0.0% | 0.03% | +22.7% |
| Q4 2016 | $90,000 | +69.8% | 427 | +69.4% | 0.02% | +69.2% |
| Q3 2016 | $53,000 | +10.4% | 252 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $48,000 | -17.2% | 252 | -16.6% | 0.01% | -23.5% |
| Q1 2016 | $58,000 | -1.7% | 302 | +0.3% | 0.02% | -5.6% |
| Q4 2015 | $59,000 | +7.3% | 301 | 0.0% | 0.02% | +5.9% |
| Q3 2015 | $55,000 | -68.9% | 301 | -66.6% | 0.02% | -65.3% |
| Q2 2015 | $177,000 | +129.9% | 901 | +124.7% | 0.05% | +133.3% |
| Q1 2015 | $77,000 | +4.1% | 401 | +0.2% | 0.02% | +40.0% |
| Q4 2014 | $74,000 | – | 400 | – | 0.02% | – |
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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% |