FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 101 filers reported holding FIDELITY COMWLTH TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $997,000 | +2.3% | 3,167 | +2.3% | 1.32% | -19.6% |
Q2 2019 | $975,000 | +8.0% | 3,097 | +3.8% | 1.64% | +54.4% |
Q1 2019 | $903,000 | +11.2% | 2,985 | -4.5% | 1.06% | +192.3% |
Q4 2018 | $812,000 | -13.8% | 3,125 | +4.7% | 0.36% | -42.1% |
Q3 2018 | $942,000 | +7.0% | 2,985 | 0.0% | 0.63% | +41.3% |
Q2 2018 | $880,000 | +6.5% | 2,985 | 0.0% | 0.44% | -0.2% |
Q1 2018 | $826,000 | +2.1% | 2,985 | 0.0% | 0.45% | -14.7% |
Q4 2017 | $809,000 | +6.2% | 2,985 | 0.0% | 0.52% | +7.0% |
Q3 2017 | $762,000 | +5.7% | 2,985 | 0.0% | 0.49% | +0.2% |
Q2 2017 | $721,000 | +3.6% | 2,985 | 0.0% | 0.49% | -6.0% |
Q1 2017 | $696,000 | +10.1% | 2,985 | 0.0% | 0.52% | -26.9% |
Q4 2016 | $632,000 | +1.3% | 2,985 | 0.0% | 0.71% | +27.5% |
Q3 2016 | $624,000 | +9.9% | 2,985 | 0.0% | 0.56% | +6.7% |
Q2 2016 | $568,000 | -3.7% | 2,985 | 0.0% | 0.52% | -6.8% |
Q3 2015 | $590,000 | +0.7% | 2,985 | 0.0% | 0.56% | +17.2% |
Q2 2015 | $586,000 | +1.9% | 2,985 | 0.0% | 0.48% | -30.4% |
Q1 2015 | $575,000 | -22.2% | 2,985 | -25.2% | 0.69% | +1.6% |
Q4 2014 | $739,000 | – | 3,990 | – | 0.68% | – |
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% |