| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| NEVILLE RODIE & SHAW INC | 43 | 43 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q4 2023 | 43 |
| Smith Affiliated Capital Corp. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2011 | Q2 2014 | 8 |
| Almanack Investment Partners, LLC. | 5 | 5 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q2 2022 | 5 |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
| Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
| Lake Point Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
| WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
| REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
This page lists all the filers that currently own FIDELITY CAP APPRECIATION FD or have owned FIDELITY CAP APPRECIATION FD in the past.