Q2 2019 13F Holders as of 30 Jun 2019
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
17,130
-
Shares change
-
-7,734
-
Total reported value, excl. options
-
$837,000
-
Value change
-
-$369,576
-
Number of buys
-
2
-
Number of sells
-
1
-
Price
-
$48.86
Institutional Holders of AMERICAN FUNDS CAPITAL WORLD GR&INC A - LOAD EQUITY FUND as of Q2 2019
As of 30 Jun 2019 AMERICAN FUNDS CAPITAL WORLD GR&INC A - LOAD EQUITY FUND had 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 17,130 shares of stock of the company.
Largest 4 holders included FIRST AMERICAN BANK, QCI ASSET MANAGEMENT INC/NY, Lake Point Wealth Management, and Fisher Asset Management, LLC.
This table shows 4 institutional shareholders of the security as of 30 Jun 2019.
| 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.