Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Total 13F shares
-
38,927
-
Share change
-
+21,690
-
Total reported value
-
$2,005,105
-
Price per share
-
$51.47
-
Number of holders
-
7
-
Value change
-
+$1,114,903
-
Number of buys
-
4
-
Number of sells
-
1
Institutional Holders of AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND as of Q1 2014
As of 31 Mar 2014,
AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
38,927 shares.
The largest 7 holders included
Janney Montgomery Scott LLC, LATHROP INVESTMENT MANAGEMENT CORP, OUTFITTER ADVISORS, LTD., M&R CAPITAL MANAGEMENT INC, ROTHSCHILD INVESTMENT CORP /IL, CT Financial Advisors LLC, and GOFEN & GLOSSBERG LLC /IL/.
This page lists
7
institutional shareholders reporting positions in this security
for the Q1 2014 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.