| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 6 | 4 | 0.01% | 0.04% | 0.04% | Q2 2013 | Q1 2016 | 10 |
| CT Financial Advisors LLC | 5 | 1 | 0.83% | 1.03% | 1.46% | Q1 2014 | Q4 2016 | 8 |
| McGowan Group Asset Management, Inc. | 7 | 7 | 0.05% | 0.08% | 0.14% | Q4 2014 | Q2 2016 | 7 |
| Lake Point Wealth Management | 3 | 1 | 5.46% | 8.04% | 10.11% | Q4 2018 | Q4 2019 | 4 |
| ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
| Almanack Investment Partners, LLC. | 2 | 2 | 0.17% | 0.21% | 0.26% | Q3 2018 | Q4 2018 | 2 |
| ARK Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
| BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
| Buffington Mohr McNeal | 1 | 1 | 3.13% | 3.13% | 3.13% | Q4 2016 | Q4 2016 | 1 |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
| Strengthening Families & Communities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
This page lists all the filers that currently own FIDELITY CASH RESERVE FUND RETAIL CLASS or have owned FIDELITY CASH RESERVE FUND RETAIL CLASS in the past.