FIDELITY SPARTAN 500 INDX - IV's ticker is and the CUSIP is 315911206.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2018 | $1,498,000 | +7.8% | 14,644 | +0.4% | 0.05% | -1.9% |
Q2 2018 | $1,390,000 | +3.3% | 14,580 | +0.5% | 0.05% | +4.0% |
Q1 2018 | $1,345,000 | -1.5% | 14,506 | -0.7% | 0.05% | +2.0% |
Q4 2017 | $1,365,000 | +6.6% | 14,611 | +1.0% | 0.05% | +2.1% |
Q3 2017 | $1,281,000 | +4.5% | 14,471 | +0.5% | 0.05% | +2.1% |
Q2 2017 | $1,226,000 | +3.0% | 14,403 | +0.6% | 0.05% | 0.0% |
Q1 2017 | $1,190,000 | +6.1% | 14,321 | 0.0% | 0.05% | +2.2% |
Q4 2016 | $1,122,000 | +4.5% | 14,321 | +2.2% | 0.05% | +2.2% |
Q3 2016 | $1,074,000 | +3.9% | 14,014 | +0.5% | 0.04% | +4.7% |
Q2 2016 | $1,034,000 | +2.4% | 13,949 | +0.5% | 0.04% | 0.0% |
Q1 2016 | $1,010,000 | -1.7% | 13,880 | -3.0% | 0.04% | -4.4% |
Q4 2015 | $1,027,000 | +7.4% | 14,309 | +1.7% | 0.04% | +4.7% |
Q3 2015 | $956,000 | -5.7% | 14,064 | +1.4% | 0.04% | 0.0% |
Q2 2015 | $1,014,000 | +1.1% | 13,863 | +1.6% | 0.04% | 0.0% |
Q1 2015 | $1,003,000 | +1.4% | 13,641 | +0.5% | 0.04% | +2.4% |
Q4 2014 | $989,000 | +22.6% | 13,570 | +18.1% | 0.04% | +16.7% |
Q3 2014 | $807,000 | +1.0% | 11,490 | +0.4% | 0.04% | +2.9% |
Q2 2014 | $799,000 | +4.2% | 11,439 | -1.5% | 0.04% | -2.8% |
Q1 2014 | $767,000 | +1.9% | 11,611 | +0.9% | 0.04% | +2.9% |
Q4 2013 | $753,000 | +11.6% | 11,503 | +2.0% | 0.04% | 0.0% |
Q3 2013 | $675,000 | +5.1% | 11,277 | +0.5% | 0.04% | 0.0% |
Q2 2013 | $642,000 | – | 11,226 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
AMARILLO NATIONAL BANK | 838,479 | $62,174,000 | 27.84% |
SOMERVILLE KURT F | 5,500 | $408,000 | 0.09% |
1834 INVESTMENT ADVISORS CO | 4,785 | $355,000 | 0.08% |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 97,994 | $7,266,000 | 0.04% |
GOFEN & GLOSSBERG LLC /IL/ | 13,949 | $1,034,000 | 0.04% |
QCI ASSET MANAGEMENT INC/NY | 696 | $52,000 | 0.01% |
WealthPLAN Partners, LLC | 126 | $9,371,000 | 0.00% |