Q3 2014 13F Holders as of 30 Sep 2014
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Type / Class
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Equity / LOAD EQUITY FUND
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Number of holders
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5
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Total 13F shares, excl. options
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70,344
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Shares change
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+9,099
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Total reported value, excl. options
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$1,509,000
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Value change
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+$187,882
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Number of buys
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5
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Number of sells
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-2
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Price
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$21.45
Significant Holders of AMERICAN FUNDS INCOME FUND OF AMER A - LOAD EQUITY FUND as of Q3 2014
7 filings reported holding 453320103 - AMERICAN FUNDS INCOME FUND OF AMER A - LOAD EQUITY FUND as of Q3 2014.
AMERICAN FUNDS INCOME FUND OF AMER A - LOAD EQUITY FUND has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 70,344 shares
.
Largest 7 shareholders include ROTHSCHILD INVESTMENT CORP /IL (22,331 shares), Fisher Asset Management, LLC (20,656 shares), FIRST AMERICAN BANK (19,576 shares), TRUST DEPARTMENT MB FINANCIAL BANK N A (4,163 shares), Ledyard National Bank (3,618 shares), CATAWBA CAPITAL MANAGEMENT /VA (0 shares), and Janney Montgomery Scott LLC (0 shares).
This table shows the top 5 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.