Fidelity Spartan 500 Index Fun's ticker is and the CUSIP is 315911701.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $2,070,000 | – | 36,200 | – | 0.11% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sequent Asset Management, LLC | 377,392 | $27,096,000 | 19.78% |
CATAWBA CAPITAL MANAGEMENT /VA | 13,374 | $960,000 | 0.26% |
TRADITION CAPITAL MANAGEMENT LLC | 6,434 | $462,000 | 0.16% |
GOFEN & GLOSSBERG LLC /IL/ | 45,590 | $3,273,000 | 0.14% |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 90,211 | $6,477,000 | 0.09% |
RIVERBRIDGE PARTNERS LLC | 27,542 | $1,978,000 | 0.04% |
FULTON BANK, N.A. | 2,829 | $203,000 | 0.02% |
CT Financial Advisors LLC | 165 | $11,876,000 | 0.01% |
Fisher Asset Management, LLC | 4,132 | $297,000 | 0.00% |