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FIDELITY SECS FD OTC PORTFOLIO
FIDELITY SECS FD OTC PORTFOLIO. Institutional holdings reported to the SEC.
Institutional Holders (2015Q1)
Portfolio Summary: 2 Institutional holders with a total value of $735,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CARRET ASSET MANAGEMENT, LLC 4,537 378,000 51.43%
2 Janney Montgomery Scott LLC 4,276 357,000 48.57%

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.