Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / MUTUAL FUNDS
-
Total 13F shares
-
56,178
-
Share change
-
+25,944
-
Total reported value
-
$1,211,771
-
Price per share
-
$22.01
-
Number of holders
-
5
-
Value change
-
+$570,989
-
Number of buys
-
4
Institutional Holders of FIDELITY BALANCED FUND - MUTUAL FUNDS as of Q4 2016
As of 31 Dec 2016,
FIDELITY BALANCED FUND - MUTUAL FUNDS was held by
5 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
56,178 shares.
The largest 5 holders included
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC, CATAWBA CAPITAL MANAGEMENT /VA, NEVILLE RODIE & SHAW INC, Holloway Wealth Management, LLC, and CT Financial Advisors LLC.
This page lists
5
institutional shareholders reporting positions in this security
for the Q4 2016 filing period.
| 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.