Q4 2015 13F Holders as of 31 Dec 2015
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Total 13F shares
-
52,670
-
Share change
-
+15,497
-
Total reported value
-
$2,283,636
-
Price per share
-
$43.36
-
Number of holders
-
11
-
Value change
-
+$673,607
-
Number of buys
-
5
-
Number of sells
-
5
Institutional Holders of AMERICAN FUNDS CAPITAL WORLD GR&INC A - LOAD EQUITY FUND as of Q4 2015
As of 31 Dec 2015,
AMERICAN FUNDS CAPITAL WORLD GR&INC A - LOAD EQUITY FUND was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
52,670 shares.
The largest 10 holders included
FIRST AMERICAN BANK, CT Financial Advisors LLC, BANCORPSOUTH INC, OUTFITTER ADVISORS, LTD., CATAWBA CAPITAL MANAGEMENT /VA, TELEMUS CAPITAL, LLC, Arvest Trust Co, Ledyard National Bank, REILLY FINANCIAL ADVISORS, LLC, and Advocacy Wealth Management Services, LLC.
This page lists
11
institutional shareholders reporting positions in this security
for the Q4 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.