Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / FD
-
Total 13F shares
-
236,885
-
Share change
-
+92,502
-
Total reported value
-
$4,643,000
-
Price per share
-
$19.60
-
Number of holders
-
5
-
Value change
-
+$1,812,996
-
Number of buys
-
3
Institutional Holders of FIDELITY SECS FD OTC PORTFOLIO - FD as of Q4 2021
As of 31 Dec 2021,
FIDELITY SECS FD OTC PORTFOLIO - FD was held by
5 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
236,885 shares.
The largest 5 holders included
Almanack Investment Partners, LLC., Summit Global Investments, CARRET ASSET MANAGEMENT, LLC, PALLADIUM PARTNERS LLC, and Barrett Asset Management, LLC.
This page lists
5
institutional shareholders reporting positions in this security
for the Q4 2021 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.