Q4 2017 13F Holders as of 31 Dec 2017
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Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
24,574
-
Shares change
-
+6,650
-
Total reported value, excl. options
-
$1,528,000
-
Value change
-
+$413,770
-
Number of buys
-
1
-
Price
-
$62.17
Significant Holders of AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND as of Q4 2017
3 filings reported holding 360802102 - AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND as of Q4 2017.
AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 24,574 shares
.
Largest 3 shareholders include INDEPENDENT INVESTORS INC (9,862 shares), QCI ASSET MANAGEMENT INC/NY (7,618 shares), and OUTFITTER ADVISORS, LTD. (7,094 shares).
This table shows the top 3 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.