GOFEN & GLOSSBERG LLC /IL/ - Fidelity Spartan 500 Index Fun ownership

Quarter-by-quarter ownership
GOFEN & GLOSSBERG LLC /IL/ ownership history of Fidelity Spartan 500 Index Fun
ValueSharesWeighting
Q3 2018$3,708,000
+6.8%
36,257
-0.3%
0.13%
-1.6%
Q2 2018$3,471,000
+3.2%
36,380
+0.3%
0.13%
+2.4%
Q1 2018$3,363,000
+0.6%
36,265
+1.4%
0.13%
+5.9%
Q4 2017$3,344,000
+6.1%
35,781
+0.5%
0.12%
+1.7%
Q3 2017$3,151,000
+4.3%
35,599
+0.3%
0.12%
+1.7%
Q2 2017$3,022,000
+1.1%
35,498
-1.3%
0.12%
-1.7%
Q1 2017$2,989,000
+6.3%
35,969
+0.2%
0.12%
+1.7%
Q4 2016$2,813,000
-4.4%
35,910
-6.5%
0.12%
-5.7%
Q3 2016$2,943,000
+3.7%
38,403
+0.3%
0.12%
+2.5%
Q2 2016$2,838,000
-15.3%
38,270
-16.9%
0.12%
-16.8%
Q1 2016$3,351,000
+2.4%
46,051
+1.0%
0.14%
+0.7%
Q4 2015$3,273,000
+7.7%
45,590
+2.1%
0.14%
+2.9%
Q3 2015$3,038,000
-0.5%
44,665
+7.0%
0.14%
+7.0%
Q2 2015$3,053,000
+4.1%
41,740
+4.6%
0.13%
+2.4%
Q1 2015$2,934,000
+1.2%
39,895
+0.3%
0.13%
+1.6%
Q4 2014$2,898,000
+10.7%
39,776
+6.8%
0.12%
+6.9%
Q3 2014$2,617,000
+1.4%
37,230
+0.7%
0.12%
+1.8%
Q2 2014$2,581,000
+6.7%
36,964
+1.0%
0.11%
+0.9%
Q1 2014$2,420,000
-3.7%
36,611
-4.6%
0.11%
-4.2%
Q4 2013$2,513,000
+9.9%
38,379
+0.5%
0.12%0.0%
Q3 2013$2,287,000
+10.5%
38,195
+5.5%
0.12%
+5.4%
Q2 2013$2,070,00036,2000.11%
Other shareholders
Fidelity Spartan 500 Index Fun shareholders Q3 2023
NameSharesValueWeighting ↓
Sequent Asset Management, LLC 377,392$27,096,00019.78%
CATAWBA CAPITAL MANAGEMENT /VA 13,374$960,0000.26%
TRADITION CAPITAL MANAGEMENT LLC 6,434$462,0000.16%
GOFEN & GLOSSBERG LLC /IL/ 45,590$3,273,0000.14%
TOCQUEVILLE ASSET MANAGEMENT L.P. 90,211$6,477,0000.09%
RIVERBRIDGE PARTNERS LLC 27,542$1,978,0000.04%
FULTON BANK, N.A. 2,829$203,0000.02%
CT Financial Advisors LLC 165$11,876,0000.01%
Fisher Asset Management, LLC 4,132$297,0000.00%
View complete list of Fidelity Spartan 500 Index Fun shareholders