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FIDELITY 500 INDEX PREMIUM CLASS
FIDELITY 500 INDEX PREMIUM CLASS. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 8 Institutional holders with a total value of $16,340,829.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Sequent Asset Management, LLC 158,958 10,596,000 64.84%
2 GOFEN & GLOSSBERG LLC /IL/ 36,611 2,420,000 14.81%
3 RIVERBRIDGE PARTNERS LLC 26,341 1,756,000 10.75%
4 Aureus Asset Management, LLC 9,160 611,000 3.74%
5 CATAWBA CAPITAL MANAGEMENT /VA 6,924 462,000 2.83%
6 WOODMONT INVESTMENT COUNSEL LLC 4,250 283,000 1.73%
7 ZWJ INVESTMENT COUNSEL INC 3,018 201,000 1.23%
8 CT Financial Advisors LLC 161 11,829 0.07%

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.