Dark
Light
System
Security
FIDELITY 500 INDEX PREMIUM CLASS
FIDELITY 500 INDEX PREMIUM CLASS. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 6 Institutional holders with a total value of $25,182,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Sequent Asset Management, LLC 145,428 10,594,000 42.07%
2 TOCQUEVILLE ASSET MANAGEMENT L.P. 95,211 6,936,000 27.54%
3 GOFEN & GLOSSBERG LLC /IL/ 39,776 2,898,000 11.51%
4 RIVERBRIDGE PARTNERS LLC 28,723 2,092,000 8.31%
5 B. Riley Wealth Advisors, Inc. 2,816 2,051,000 8.14%
6 CATAWBA CAPITAL MANAGEMENT /VA 8,381 611,000 2.43%

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.