Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
168,846
-
Shares change
-
-28,716
-
Total reported value, excl. options
-
$3,841,257
-
Value change
-
-$665,404
-
Number of buys
-
2
-
Number of sells
-
-4
-
Price
-
$22.75
Significant Holders of AMERICAN FUNDS INCOME FUND OF AMER A - LOAD EQUITY FUND as of Q1 2018
7 filings reported holding 453320103 - AMERICAN FUNDS INCOME FUND OF AMER A - LOAD EQUITY FUND as of Q1 2018.
AMERICAN FUNDS INCOME FUND OF AMER A - LOAD EQUITY FUND has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 168,846 shares
.
Largest 7 shareholders include FIRST AMERICAN BANK (76,020 shares), Arvest Bank Trust Division (67,873 shares), BOSTON FINANCIAL MANGEMENT LLC (17,784 shares), QCI ASSET MANAGEMENT INC/NY (5,663 shares), Winthrop Partners - WNY, LLC (1,506 shares), ROTHSCHILD INVESTMENT CORP /IL (0 shares), and SOUTH TEXAS MONEY MANAGEMENT LTD (0 shares).
This table shows the top 5 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.