FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 112 filers reported holding FIDELITY COMWLTH TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $749,000 | -0.5% | 2,380 | -4.3% | 0.39% | -10.4% |
| Q1 2019 | $753,000 | +58.5% | 2,487 | +36.1% | 0.43% | -29.9% |
| Q4 2018 | $475,000 | -22.8% | 1,828 | -6.2% | 0.62% | +121.9% |
| Q3 2018 | $615,000 | +82.5% | 1,949 | +13.8% | 0.28% | -3.8% |
| Q4 2015 | $337,000 | -91.9% | 1,712 | -91.9% | 0.29% | -90.7% |
| Q2 2015 | $4,154,000 | +1.7% | 21,161 | -0.2% | 3.11% | +16.4% |
| Q1 2015 | $4,085,000 | – | 21,210 | – | 2.67% | – |
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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% |