Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
NEVILLE RODIE & SHAW INC | 32 | 32 | 0.05% | 0.11% | 0.28% | Q2 2013 | Q1 2021 | 32 |
GOFEN & GLOSSBERG LLC /IL/ | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2021 | 12 |
HEADINVEST, LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q3 2020 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
This page lists all the filers that currently own FIDELITY INDEPENDNCE FD or have owned FIDELITY INDEPENDNCE FD in the past.