Q1 2018 13F Holders as of 31 Mar 2018
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Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
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5
-
Total 13F shares, excl. options
-
25,499
-
Shares change
-
+925
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Total reported value, excl. options
-
$1,573,437
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Value change
-
+$56,423
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Number of buys
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2
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Number of sells
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1
-
Price
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$61.65
Institutional Holders of AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND as of Q1 2018
As of 31 Mar 2018 AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND had 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 25,499 shares of stock of the company.
Largest 5 holders included INDEPENDENT INVESTORS INC, OUTFITTER ADVISORS, LTD., QCI ASSET MANAGEMENT INC/NY, SOUTH TEXAS MONEY MANAGEMENT LTD, and Winthrop Partners - WNY, LLC.
This table shows 5 institutional shareholders of the security as of 31 Mar 2018.
| 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.