Transcription of How To Read Your Fidelity Statement | Fidelity Investments
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How To Read Your Fidelity Statement | Fidelity Investments
investment REPORT May 1, 2017 - May 31, 2017 Envelope # BBDVQLBBBBBCBJOHN SMITH1 MAIN STDALLAS TX 76262-8888 Brokerage services provided by Fidelity Brokerage Services LLC, Member NYSE, SIPC (800) 544-6666. Brokerage accounts carried with National Financial Services LLC, Member NYSE, Account JOHN SMITH - INDIVIDUAL Account Number: 123-456789 Your Account Value:$125, from Last Period:$6, Period $119,242. $95, , Account Value AdditionsSubtractions-6, , , Costs, Fees & Charges Change in investment Value* Ending Account Value $125, $125, *Appreciation or depreciation of your holdings due to price changes plus any distribution andincome earned during the Statement (sm)-Automated Telephone(800) 544-5555 Customer Service(800) 544-6666 9, , REPORT May 1, 2017 - May 31, 2017 Account # 123-456789 JOHN SMITH - INDIVIDUAL Account Value: Change in Account ValueThis PeriodYear-to-Date$119, $95, 1, Account Value $125, $125, SummaryThis PeriodYear-to-DateTaxable$ $2, , $ $2, Holdings40% Stocks ($50,124)29% Mutual Funds ($36,340)20% Exchange Traded Products ($25,062)9% Bonds ($11,278)2% Other ($2,506)Top HoldingsDescriptionValuePercent ofAccount$31,32725%Change in investment Value* Ending
May 01, 2017 · Brokerage services provided by Fidelity Brokerage Services LLC, Member NYSE, SIPC (800) 544-6666. ... -174.95 INVESTMENT REPORT May 1, 2017 - May 31, 2017 Account # 123-456789 ... Fidelity Balanced Intl Business Mach 15,672 7 …
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