Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
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5
-
Total 13F shares, excl. options
-
20,956
-
Shares change
-
+804
-
Total reported value, excl. options
-
$1,298,000
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Value change
-
+$50,691
-
Number of buys
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3
-
Number of sells
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1
-
Price
-
$61.92
Institutional Holders of AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND as of Q4 2019
As of 31 Dec 2019 AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND had 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 20,956 shares of stock of the company.
Largest 6 holders included INDEPENDENT INVESTORS INC, QCI ASSET MANAGEMENT INC/NY, NORTH STAR ASSET MANAGEMENT INC, Lake Point Wealth Management, Chevy Chase Trust Holdings, Inc., and MOTCO.
This table shows 6 institutional shareholders of the security as of 31 Dec 2019.
| 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.