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

Institutional Holders (2015Q1)
Portfolio Summary: 4 Institutional holders with a total value of $1,095,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 NEVILLE RODIE & SHAW INC 14,567 339,000 30.96%
2 CATAWBA CAPITAL MANAGEMENT /VA 12,953 302,000 27.58%
3 Janney Montgomery Scott LLC 9,939 231,000 21.10%
4 GOFEN & GLOSSBERG LLC /IL/ 9,560 223,000 20.37%

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.