Q2 2018 13F Holders as of 30 Jun 2018
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Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
50,392
-
Shares change
-
+2,035
-
Total reported value, excl. options
-
$1,231,000
-
Value change
-
+$50,690
-
Number of buys
-
2
-
Number of sells
-
-1
-
Price
-
$24.42
Significant Holders of FIDELITY BALANCED - EQUITY FUNDS as of Q2 2018
4 filings reported holding 316345206 - FIDELITY BALANCED - EQUITY FUNDS as of Q2 2018.
FIDELITY BALANCED - EQUITY FUNDS has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 50,392 shares
.
Largest 4 shareholders include NEVILLE RODIE & SHAW INC (25,250 shares), FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC (23,994 shares), Holloway Wealth Management, LLC (1,148 shares), and GLENMEDE TRUST CO NA (0 shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.