Q1 2017 13F Holders as of 31 Mar 2017
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
236,245
-
Shares change
-
-42,991
-
Total reported value, excl. options
-
$5,268,227
-
Value change
-
-$929,522
-
Number of buys
-
3
-
Number of sells
-
5
-
Price
-
$22.30
Institutional Holders of AMERICAN FUNDS INCOME FUND OF AMER A - LOAD EQUITY FUND as of Q1 2017
As of 31 Mar 2017 AMERICAN FUNDS INCOME FUND OF AMER A - LOAD EQUITY FUND had 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 236,245 shares of stock of the company.
Largest 10 holders included FIRST AMERICAN BANK, Arvest Bank Trust Division, Page Arthur B, DONALDSON CAPITAL MANAGEMENT, LLC, BOSTON FINANCIAL MANGEMENT LLC, CATAWBA CAPITAL MANAGEMENT /VA, CT Financial Advisors LLC, SOUTH TEXAS MONEY MANAGEMENT LTD, Fisher Asset Management, LLC, and TRUST DEPARTMENT MB FINANCIAL BANK N A.
This table shows 10 institutional shareholders of the security as of 31 Mar 2017.
| 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.