Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Total 13F shares
-
181,715
-
Share change
-
+19,605
-
Total reported value
-
$3,929,000
-
Price per share
-
$21.62
-
Number of holders
-
8
-
Value change
-
+$426,711
-
Number of buys
-
6
-
Number of sells
-
3
Institutional Holders of AMERICAN FUNDS INCOME FUND OF AMER A - LOAD EQUITY FUND as of Q1 2015
As of 31 Mar 2015,
AMERICAN FUNDS INCOME FUND OF AMER A - LOAD EQUITY FUND was held by
8 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
181,715 shares.
The largest 8 holders included
FIRST AMERICAN BANK, FDx Advisors, Inc., ROTHSCHILD INVESTMENT CORP /IL, Fisher Asset Management, LLC, CATAWBA CAPITAL MANAGEMENT /VA, REILLY FINANCIAL ADVISORS, LLC, Buffington Mohr McNeal, and TRUST DEPARTMENT MB FINANCIAL BANK N A.
This page lists
8
institutional shareholders reporting positions in this security
for the Q1 2015 filing period.
| 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.