Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
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6
-
Total 13F shares, excl. options
-
162,110
-
Shares change
-
+91,766
-
Total reported value, excl. options
-
$3,497,000
-
Value change
-
+$1,980,201
-
Number of buys
-
4
-
Number of sells
-
-2
-
Price
-
$21.57
Significant Holders of AMERICAN FUNDS INCOME FUND OF AMER A - LOAD EQUITY FUND as of Q4 2014
7 filings reported holding 453320103 - AMERICAN FUNDS INCOME FUND OF AMER A - LOAD EQUITY FUND as of Q4 2014.
AMERICAN FUNDS INCOME FUND OF AMER A - LOAD EQUITY FUND has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 162,110 shares
.
Largest 7 shareholders include MOTCO (63,455 shares), FIRST AMERICAN BANK (45,242 shares), ROTHSCHILD INVESTMENT CORP /IL (22,532 shares), Fisher Asset Management, LLC (15,336 shares), CATAWBA CAPITAL MANAGEMENT /VA (11,927 shares), Ledyard National Bank (3,618 shares), and TRUST DEPARTMENT MB FINANCIAL BANK N A (0 shares).
This table shows the top 6 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.