Q2 2015 13F Holders as of 30 Jun 2015
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
69,850
-
Shares change
-
+37,968
-
Total reported value, excl. options
-
$3,665,411
-
Value change
-
+$1,985,741
-
Number of buys
-
5
-
Number of sells
-
-3
-
Price
-
$52.68
Significant Holders of AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND as of Q2 2015
11 filings reported holding 360802102 - AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND as of Q2 2015.
AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 69,850 shares
.
Largest 10 shareholders include INDEPENDENT INVESTORS INC (18,956 shares), Janney Montgomery Scott LLC (12,233 shares), OUTFITTER ADVISORS, LTD. (7,094 shares), M&R CAPITAL MANAGEMENT INC (5,259 shares), LATHROP INVESTMENT MANAGEMENT CORP (5,085 shares), Arvest Trust Co (4,970 shares), Fisher Asset Management, LLC (4,722 shares), ROTHSCHILD INVESTMENT CORP /IL (4,651 shares), CATAWBA CAPITAL MANAGEMENT /VA (3,918 shares), and CT Financial Advisors LLC (1,674 shares).
This table shows the top 11 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.