Lake Point Wealth Management - Fidelity Tr 500 Index Ins Prem ownership

Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 16 filers reported holding Fidelity Tr 500 Index Ins Prem in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of Fidelity Tr 500 Index Ins Prem
ValueSharesWeighting
Q4 2019$70,000
-12.5%
628
-19.6%
0.02%
-17.9%
Q2 2019$80,0000.0%7810.0%0.03%0.0%
Q1 2019$80,000
+566.7%
781
+453.9%
0.03%
+600.0%
Q4 2018$12,0001410.00%
Other shareholders
Fidelity Tr 500 Index Ins Prem shareholders Q4 2019
NameSharesValueWeighting ↓
Sippican Capital Advisors 17,353$2,591,8092.34%
MAGNOLIA CAPITAL MANAGEMENT LTD 4,316$6450.63%
TEXAS CAPITAL BANCSHARES INC/TX 6,889$1,029,0850.57%
THOMAS STORY & SON LLC 2,988$4460.22%
Coston, McIsaac & Partners 3,730$5570.21%
ROTHSCHILD INVESTMENT LLC /IL 13,492$2,0150.17%
FULTON BANK, N.A. 17,238$2,574,7960.13%
TWIN CAPITAL MANAGEMENT INC 5,473$817,3920.12%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,267$3390.12%
CARRET ASSET MANAGEMENT, LLC 4,350$649,6620.09%
View complete list of Fidelity Tr 500 Index Ins Prem shareholders