FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 115 filers reported holding FIDELITY COMWLTH TR in Q1 2019. 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% | – |
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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% |