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FIDELITY BALANCED
FIDELITY BALANCED. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 3 Institutional holders with a total value of $828,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 NEVILLE RODIE & SHAW INC 9,148 220,000 26.57%
2 GOFEN & GLOSSBERG LLC /IL/ 9,560 230,000 27.78%
3 CATAWBA CAPITAL MANAGEMENT /VA 15,710 378,000 45.65%

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.