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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,559,000 | +2.4% | 3,035 | 0.0% | 0.42% | -2.4% |
| Q4 2020 | $1,523,000 | +7.6% | 3,035 | -6.9% | 0.42% | -2.7% |
| Q3 2020 | $1,415,000 | +11.0% | 3,260 | 0.0% | 0.44% | +2.6% |
| Q2 2020 | $1,275,000 | +31.0% | 3,260 | 0.0% | 0.43% | +5.7% |
| Q1 2020 | $973,000 | +42.7% | 3,260 | +67.2% | 0.40% | +71.5% |
| Q4 2019 | $682,000 | +11.4% | 1,950 | 0.0% | 0.24% | +3.5% |
| Q3 2019 | $612,000 | -0.3% | 1,950 | 0.0% | 0.23% | -0.9% |
| Q2 2019 | $614,000 | +4.1% | 1,950 | 0.0% | 0.23% | +4.1% |
| Q1 2019 | $590,000 | +16.4% | 1,950 | 0.0% | 0.22% | +4.8% |
| Q4 2018 | $507,000 | +12.9% | 1,950 | +36.8% | 0.21% | +32.1% |
| Q3 2018 | $449,000 | +6.9% | 1,425 | 0.0% | 0.16% | -0.6% |
| Q2 2018 | $420,000 | +9.7% | 1,425 | 0.0% | 0.16% | +3.2% |
| Q1 2018 | $383,000 | -0.8% | 1,425 | 0.0% | 0.16% | -3.1% |
| Q4 2017 | $386,000 | +6.0% | 1,425 | 0.0% | 0.16% | +1.3% |
| Q3 2017 | $364,000 | +5.8% | 1,425 | 0.0% | 0.16% | +3.3% |
| Q2 2017 | $344,000 | +1.2% | 1,425 | 0.0% | 0.15% | +2.0% |
| Q1 2017 | $340,000 | +5.6% | 1,425 | 0.0% | 0.15% | +5.6% |
| Q4 2016 | $322,000 | – | 1,425 | – | 0.14% | – |
Download | ||||||
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% |