Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
4
-
Total 13F shares, excl. options
-
11,177
-
Shares change
-
-7,019
-
Total reported value, excl. options
-
$691,000
-
Value change
-
-$422,377
-
Number of buys
-
1
-
Number of sells
-
-2
-
Price
-
$61.78
Significant Holders of AMERICAN FUNDS CAPITAL WORLD GR&INC A - LOAD EQUITY FUND as of Q1 2021
5 filings reported holding 140543109 - AMERICAN FUNDS CAPITAL WORLD GR&INC A - LOAD EQUITY FUND as of Q1 2021.
AMERICAN FUNDS CAPITAL WORLD GR&INC A - LOAD EQUITY FUND has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11,177 shares
.
Largest 5 shareholders include Fisher Asset Management, LLC (6,580 shares), RNC CAPITAL MANAGEMENT LLC (3,987 shares), MOTCO (543 shares), DIVIDEND ASSETS CAPITAL, LLC (67 shares), and NORTH STAR ASSET MANAGEMENT INC (0 shares).
This table shows the top 4 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.