FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 129 filers reported holding FIDELITY COMWLTH TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,252,000 | +17.2% | 3,564 | +5.2% | 0.01% | +12.5% |
| Q3 2019 | $1,068,000 | +9.7% | 3,389 | +9.8% | 0.01% | +14.3% |
| Q2 2019 | $974,000 | +4.5% | 3,087 | +0.4% | 0.01% | -12.5% |
| Q1 2019 | $932,000 | +35.7% | 3,074 | +16.8% | 0.01% | +14.3% |
| Q4 2018 | $687,000 | +103.9% | 2,632 | +146.2% | 0.01% | +133.3% |
| Q3 2018 | $337,000 | +18.7% | 1,069 | +11.2% | 0.00% | -25.0% |
| Q2 2018 | $284,000 | +0.4% | 961 | -6.2% | 0.00% | 0.0% |
| Q1 2018 | $283,000 | -58.6% | 1,025 | -59.4% | 0.00% | -55.6% |
| Q4 2017 | $684,000 | +4.1% | 2,527 | -1.7% | 0.01% | -10.0% |
| Q3 2017 | $657,000 | +17.7% | 2,572 | +11.4% | 0.01% | 0.0% |
| Q2 2017 | $558,000 | +20.5% | 2,309 | +16.5% | 0.01% | +11.1% |
| Q1 2017 | $463,000 | -85.2% | 1,982 | -86.6% | 0.01% | -87.3% |
| Q4 2016 | $3,120,000 | +4932.3% | 14,745 | +4864.6% | 0.07% | +7000.0% |
| Q3 2016 | $62,000 | +10.7% | 297 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $56,000 | – | 297 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| David Kennon Inc | 287,510 | $11,914,000 | 6.55% |
| Madison Wealth Partners, Inc | 232,083 | $9,618,000 | 6.29% |
| Divergent Wealth Advisors | 472,438 | $19,578,000 | 5.30% |
| Focused Wealth Management, Inc | 581,433 | $24,095,000 | 5.05% |
| FOCUS Wealth Advisors, LLC | 159,844 | $6,624,000 | 4.69% |
| Ullmann Wealth Partners Group, LLC | 407,993 | $16,907,000 | 4.66% |
| EQ LLC | 77,584 | $3,215,000 | 2.78% |
| Analyst IMS Investment Management Services Ltd. | 525,785 | $22,146,000 | 2.16% |
| Regal Investment Advisors LLC | 405,071 | $16,786,000 | 1.77% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 408,112 | $16,912,000 | 1.44% |