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Fidelity Advisor New Insights
Fidelity Advisor New Insights. Institutional holdings reported to the SEC.
Institutional Holders (2015Q4)
Portfolio Summary: 2 Institutional holders with a total value of $5,211,549.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WEALTHPLAN PARTNERS, LLC 190,461 4,980,549 95.57%
2 QCI ASSET MANAGEMENT INC/NY 8,830 231,000 4.43%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.