FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 112 filers reported holding FIDELITY COMWLTH TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $212,000 | -0.5% | 674 | 0.0% | 0.03% | -41.1% |
| Q3 2018 | $213,000 | +0.9% | 674 | -6.0% | 0.06% | -5.1% |
| Q2 2018 | $211,000 | -91.2% | 717 | -92.8% | 0.06% | -85.2% |
| Q1 2018 | $2,388,000 | +6.9% | 10,003 | +21.4% | 0.40% | -42.3% |
| Q4 2017 | $2,234,000 | +2.2% | 8,240 | -3.8% | 0.69% | -4.4% |
| Q3 2017 | $2,186,000 | +8.7% | 8,566 | +2.9% | 0.72% | +5.4% |
| Q2 2017 | $2,011,000 | -1.5% | 8,325 | -4.9% | 0.69% | -8.9% |
| Q1 2017 | $2,041,000 | -4.1% | 8,750 | -13.0% | 0.75% | -16.0% |
| Q4 2016 | $2,129,000 | +3.7% | 10,059 | +2.4% | 0.90% | +19.6% |
| Q3 2016 | $2,053,000 | +0.9% | 9,827 | -8.1% | 0.75% | -1.3% |
| Q2 2016 | $2,034,000 | +9.7% | 10,694 | +10.3% | 0.76% | +0.3% |
| Q1 2016 | $1,854,000 | – | 9,695 | – | 0.76% | – |
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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% |