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

Institutional Holders (2014Q4)
Portfolio Summary: 3 Institutional holders with a total value of $902,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 GOFEN & GLOSSBERG LLC /IL/ 9,560 218,000 24.17%
2 NEVILLE RODIE & SHAW INC 14,567 332,000 36.81%
3 CATAWBA CAPITAL MANAGEMENT /VA 15,449 352,000 39.02%

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.