Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
6
-
Total 13F shares, excl. options
-
197,562
-
Shares change
-
-21,555
-
Total reported value, excl. options
-
$4,617,000
-
Value change
-
-$499,564
-
Number of buys
-
3
-
Number of sells
-
-3
-
Price
-
$23.37
Significant Holders of AMERICAN FUNDS INCOME FUND OF AMER A - LOAD EQUITY FUND as of Q4 2017
8 filings reported holding 453320103 - AMERICAN FUNDS INCOME FUND OF AMER A - LOAD EQUITY FUND as of Q4 2017.
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 197,562 shares
.
Largest 8 shareholders include FIRST AMERICAN BANK (80,068 shares), Arvest Bank Trust Division (74,533 shares), BOSTON FINANCIAL MANGEMENT LLC (17,784 shares), ROTHSCHILD INVESTMENT CORP /IL (10,784 shares), SOUTH TEXAS MONEY MANAGEMENT LTD (8,770 shares), QCI ASSET MANAGEMENT INC/NY (5,623 shares), Fisher Asset Management, LLC (0 shares), and DONALDSON CAPITAL MANAGEMENT, LLC (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.