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Fidelity Equity Income II
Fidelity Equity Income II. Institutional holdings reported to the SEC.
Institutional Holders (2014Q2)
Portfolio Summary: 2 Institutional holders with a total value of $500,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 18,159 475,000 95.00%
2 TOCQUEVILLE ASSET MANAGEMENT L.P. 971 25,000 5.00%

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.