Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Total 13F shares
-
168,846
-
Share change
-
-28,716
-
Total reported value
-
$3,841,257
-
Price per share
-
$22.75
-
Number of holders
-
5
-
Value change
-
-$665,404
-
Number of buys
-
2
-
Number of sells
-
4
Institutional Holders of AMERICAN FUNDS INCOME FUND OF AMER A - LOAD EQUITY FUND as of Q1 2018
As of 31 Mar 2018,
AMERICAN FUNDS INCOME FUND OF AMER A - LOAD EQUITY FUND was held by
5 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
168,846 shares.
The largest 5 holders included
FIRST AMERICAN BANK, Arvest Bank Trust Division, BOSTON FINANCIAL MANGEMENT LLC, QCI ASSET MANAGEMENT INC/NY, and Winthrop Partners - WNY, LLC.
This page lists
5
institutional shareholders reporting positions in this security
for the Q1 2018 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.