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

Institutional Holders (2015Q4)
Portfolio Summary: 9 Institutional holders with a total value of $40,757,876.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Sequent Asset Management, LLC 377,392 27,096,000 66.48%
2 TOCQUEVILLE ASSET MANAGEMENT L.P. 90,211 6,477,000 15.89%
3 GOFEN & GLOSSBERG LLC /IL/ 45,590 3,273,000 8.03%
4 RIVERBRIDGE PARTNERS LLC 27,542 1,978,000 4.85%
5 CATAWBA CAPITAL MANAGEMENT /VA 13,374 960,000 2.36%
6 TRADITION CAPITAL MANAGEMENT LLC 6,434 462,000 1.13%
7 Fisher Asset Management, LLC 4,132 297,000 0.73%
8 FULTON BANK, N.A. 2,829 203,000 0.50%
9 CT Financial Advisors LLC 165 11,876 0.03%

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.