FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 100 filers reported holding FIDELITY COMWLTH TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $63,000 | +3.3% | 200 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $61,000 | +17.3% | 200 | 0.0% | 0.02% | -28.1% |
| Q4 2018 | $52,000 | -17.5% | 200 | 0.0% | 0.03% | -3.0% |
| Q3 2018 | $63,000 | +6.8% | 200 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $59,000 | +7.3% | 200 | 0.0% | 0.03% | +3.1% |
| Q1 2018 | $55,000 | +1.9% | 200 | 0.0% | 0.03% | +6.7% |
| Q4 2017 | $54,000 | +5.9% | 200 | 0.0% | 0.03% | +3.4% |
| Q3 2017 | $51,000 | +6.2% | 200 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $48,000 | +4.3% | 200 | 0.0% | 0.03% | -3.3% |
| Q1 2017 | $46,000 | +12.2% | 200 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $41,000 | 0.0% | 200 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $41,000 | +7.9% | 200 | 0.0% | 0.03% | +11.1% |
| Q2 2016 | $38,000 | – | 200 | – | 0.03% | – |
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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% |