GOFEN & GLOSSBERG LLC /IL/ - FIDELITY SPARTAN 500 INDX - IV ownership

Quarter-by-quarter ownership
GOFEN & GLOSSBERG LLC /IL/ ownership history of FIDELITY SPARTAN 500 INDX - IV
ValueSharesWeighting
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%
14,3210.0%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$642,00011,2260.04%
Other shareholders
FIDELITY SPARTAN 500 INDX - IV shareholders Q3 2023
NameSharesValueWeighting ↓
AMARILLO NATIONAL BANK 838,479$62,174,00027.84%
SOMERVILLE KURT F 5,500$408,0000.09%
1834 INVESTMENT ADVISORS CO 4,785$355,0000.08%
TOCQUEVILLE ASSET MANAGEMENT L.P. 97,994$7,266,0000.04%
GOFEN & GLOSSBERG LLC /IL/ 13,949$1,034,0000.04%
QCI ASSET MANAGEMENT INC/NY 696$52,0000.01%
WealthPLAN Partners, LLC 126$9,371,0000.00%
View complete list of FIDELITY SPARTAN 500 INDX - IV shareholders