FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 76 filers reported holding FIDELITY COMWLTH TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $27,158,000 | +24.4% | 54,137 | +7.6% | 0.57% | -32.3% |
| Q3 2020 | $21,837,000 | +870.5% | 50,317 | +774.9% | 0.84% | +814.1% |
| Q2 2020 | $2,250,000 | -3.4% | 5,751 | -26.3% | 0.09% | -26.4% |
| Q1 2020 | $2,329,000 | -74.0% | 7,801 | -69.6% | 0.12% | -60.9% |
| Q4 2019 | $8,972,000 | +84.2% | 25,668 | +65.5% | 0.32% | +70.2% |
| Q3 2019 | $4,871,000 | +1114.7% | 15,513 | +1116.7% | 0.19% | +1005.9% |
| Q2 2019 | $401,000 | +5.8% | 1,275 | +1.9% | 0.02% | 0.0% |
| Q1 2019 | $379,000 | -77.7% | 1,251 | -76.7% | 0.02% | -77.3% |
| Q4 2018 | $1,697,000 | 0.0% | 5,377 | 0.0% | 0.08% | 0.0% |
| Q3 2018 | $1,697,000 | +67.9% | 5,377 | +56.7% | 0.08% | +56.2% |
| Q2 2018 | $1,011,000 | +256.0% | 3,432 | +235.2% | 0.05% | +182.4% |
| Q1 2018 | $284,000 | +7.6% | 1,024 | +5.3% | 0.02% | 0.0% |
| Q4 2017 | $264,000 | – | 972 | – | 0.02% | – |
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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% |