FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 52 filers reported holding FIDELITY COMWLTH TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,101,000 | -0.9% | 3,488 | -7.5% | 1.20% | -8.5% |
| Q2 2018 | $1,111,000 | -31.9% | 3,771 | -36.8% | 1.31% | -42.0% |
| Q1 2018 | $1,631,000 | +4.9% | 5,965 | +4.0% | 2.26% | -33.2% |
| Q4 2017 | $1,555,000 | +24.1% | 5,734 | +16.8% | 3.39% | +2.2% |
| Q3 2017 | $1,253,000 | +7.6% | 4,909 | +1.9% | 3.32% | -1.7% |
| Q2 2017 | $1,164,000 | +13.5% | 4,819 | +9.5% | 3.37% | +4.3% |
| Q1 2017 | $1,026,000 | – | 4,399 | – | 3.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| David Kennon Inc | 271,289 | $14,109,490 | 6.76% |
| Madison Wealth Partners, Inc | 228,761 | $11,893,285 | 6.02% |
| Divergent Wealth Advisors | 473,740 | $24,629,719 | 5.60% |
| Harvest Investment Advisors, LLC | 97,837 | $5,086,543 | 4.56% |
| KM Capital Management Ltd. | 120,614 | $6,270,769 | 4.29% |
| jvl associates llc | 125,097 | $6,503,793 | 3.35% |
| TCP Asset Management, LLC | 135,919 | $7,066,429 | 3.02% |
| Commonwealth Financial Services, LLC | 142,124 | $7,389,046 | 2.20% |
| Pinnacle Family Advisors, LLC | 58,586 | $3,045,912 | 1.74% |
| Analyst IMS Investment Management Services Ltd. | 517,113 | $26,833 | 1.68% |