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

Institutional Holders (2016Q2)
Portfolio Summary: 2 Institutional holders with a total value of $621,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CATAWBA CAPITAL MANAGEMENT /VA 15,300 331,000 53.30%
2 NEVILLE RODIE & SHAW INC 13,409 290,000 46.70%

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.