Q3 2015 13F Holders as of 30 Sep 2015
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Total 13F shares
-
53,654
-
Share change
-
-13,235
-
Total reported value
-
$2,949,622
-
Price per share
-
$55.02
-
Number of holders
-
10
-
Value change
-
-$780,666
-
Number of buys
-
4
-
Number of sells
-
6
Institutional Holders of AMERICAN FUNDS CAPITAL INCOME BLDR A - LOAD EQUITY FUND as of Q3 2015
As of 30 Sep 2015,
AMERICAN FUNDS CAPITAL INCOME BLDR A - LOAD EQUITY FUND was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
53,654 shares.
The largest 10 holders included
Benchmark Capital Advisors, CATAWBA CAPITAL MANAGEMENT /VA, ROTHSCHILD INVESTMENT CORP /IL, Sandy Spring Bank, WEDGEWOOD INVESTORS INC /PA/, Buffington Mohr McNeal, REILLY FINANCIAL ADVISORS, LLC, MOTCO, CT Financial Advisors LLC, and QCI ASSET MANAGEMENT INC/NY.
This page lists
10
institutional shareholders reporting positions in this security
for the Q3 2015 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.