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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,827,000 | -3.9% | 5,935 | +10.7% | 1.90% | +14.2% |
| Q4 2019 | $1,902,000 | +21.2% | 5,359 | +5.0% | 1.66% | +10.9% |
| Q3 2019 | $1,569,000 | +14.3% | 5,102 | +19.3% | 1.50% | +43.2% |
| Q2 2019 | $1,373,000 | -13.3% | 4,277 | -18.3% | 1.05% | -34.5% |
| Q1 2019 | $1,584,000 | +23.4% | 5,232 | +5.9% | 1.60% | +8.6% |
| Q4 2018 | $1,284,000 | -14.3% | 4,941 | +4.1% | 1.47% | -0.7% |
| Q3 2018 | $1,498,000 | +3.0% | 4,747 | -3.9% | 1.48% | -9.2% |
| Q2 2018 | $1,455,000 | +2008.7% | 4,938 | +1883.1% | 1.63% | +2867.3% |
| Q1 2018 | $69,000 | – | 249 | – | 0.06% | – |
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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% |