Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WEDGEWOOD INVESTORS INC /PA/ | 20 | 20 | 4.61% | 5.44% | 5.80% | Q2 2013 | Q1 2018 | 20 |
Endurance Wealth Management, Inc. | 5 | 5 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2015 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q1 2016 | 5 |
Community Bank, N.A. | 3 | 3 | 0.65% | 0.73% | 0.80% | Q2 2017 | Q4 2017 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Weaver Consulting Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
This page lists all the filers that currently own FMI LC Fund or have owned FMI LC Fund in the past.