Q2 2016 13F Holders as of 30 Jun 2016
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
36,333
-
Shares change
-
-3,645
-
Total reported value, excl. options
-
$48,621,139
-
Value change
-
+$24,579,354
-
Number of buys
-
3
-
Number of sells
-
-2
-
Price
-
$51.98
Significant Holders of AMERICAN FUNDS FUNDAMENTAL INVS A - LOAD EQUITY FUND as of Q2 2016
7 filings reported holding 360802102 - AMERICAN FUNDS FUNDAMENTAL INVS A - LOAD EQUITY FUND as of Q2 2016.
AMERICAN FUNDS FUNDAMENTAL INVS A - LOAD EQUITY FUND has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 36,333 shares
.
Largest 7 shareholders include INDEPENDENT INVESTORS INC (13,576 shares), OUTFITTER ADVISORS, LTD. (7,094 shares), Arvest Bank Trust Division (6,083 shares), LATHROP INVESTMENT MANAGEMENT CORP (4,329 shares), CATAWBA CAPITAL MANAGEMENT /VA (3,963 shares), Feltz Wealth PLAN Inc. (900 shares), and CT Financial Advisors LLC (388 shares).
This table shows the top 7 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.