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

Institutional Holders (2015Q3)
Portfolio Summary: 7 Institutional holders with a total value of $24,819,096.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CT Financial Advisors LLC 163 11,096 0.04%
2 MOODY LYNN & LIEBERSON, LLC 5,062 344,000 1.39%
3 CATAWBA CAPITAL MANAGEMENT /VA 10,076 685,000 2.76%
4 RIVERBRIDGE PARTNERS LLC 27,468 1,868,000 7.53%
5 GOFEN & GLOSSBERG LLC /IL/ 44,665 3,038,000 12.24%
6 TOCQUEVILLE ASSET MANAGEMENT L.P. 90,520 6,157,000 24.81%
7 Sequent Asset Management, LLC 186,947 12,716,000 51.23%

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.