Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
43,250
-
Shares change
-
-1,760
-
Total reported value, excl. options
-
$1,895,611
-
Value change
-
-$99,539
-
Number of buys
-
3
-
Number of sells
-
-4
-
Price
-
$43.83
Significant Holders of AMERICAN FUNDS CAPITAL WORLD GR&INC A - LOAD EQUITY FUND as of Q4 2016
8 filings reported holding 140543109 - AMERICAN FUNDS CAPITAL WORLD GR&INC A - LOAD EQUITY FUND as of Q4 2016.
AMERICAN FUNDS CAPITAL WORLD GR&INC A - LOAD EQUITY FUND has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 43,250 shares
.
Largest 8 shareholders include FIRST AMERICAN BANK (13,615 shares), Fisher Asset Management, LLC (9,636 shares), CT Financial Advisors LLC (8,501 shares), CATAWBA CAPITAL MANAGEMENT /VA (5,855 shares), OUTFITTER ADVISORS, LTD. (5,643 shares), Financial Management Professionals, Inc. (0 shares), AMARILLO NATIONAL BANK (0 shares), and Ledyard National Bank (0 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.